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1810 Mactavish Ave, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xenith Bank | Richmond | VA | 08/2016 | 01/2018 |
| Self-Employed | Richmond | VA | 01/2018 | 06/2019 |
| Heritage Wealth Advisors | Richmond | VA | 06/2019 | Present |
BREAK POINT CONSULTING, LLC; NOT INVESTMENT-RELATED; 11006 LANSDOWNE TERRACE, MIDLOTHIAN, VA 23113; CONSULTING FIRM; MANAGING DIRECTOR/MANAGING MEMBER; STARTED MARCH 2021; APPROXIMATELY 40 HOURS PER MONTH; APPROXIMATELY 25 HOURS PER MONTH DURING SECURITIES TRADING HOURS; CONSULTING DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
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