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1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-08 |
| VA | RA | APPROVED | 2019-07-05 |
Branch Locations
1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marotta Wealth Management | Charlottesville | VA | 05/2019 | Present |
| Virginia Tech Student Athlete Academic Support Services | Blacksburg | VA | 09/2018 | 05/2019 |
| Bronfman Rothschild | Rockville | MD | 06/2018 | 08/2018 |
| Ragged Mountain Running | Charlottesville | VA | 05/2012 | 06/2018 |
| Apex Systems | Glen Allen | VA | 06/2017 | 08/2017 |
| School | Charlottesville | VA | 01/2000 | 05/2019 |
Officer in father's non-investment related business, Custom Yacht Service, for the sake of business continuity requiring zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-05 |
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