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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St Paul | MN | 06/2019 | 08/2023 |
| Virginia Asset Management | Midlothian | VA | 05/2018 | Present |
| Knowledgesource Solutions Inc | Boston | MA | 05/2014 | 05/2018 |
| Cetera Wealth Services, Llc | Midlothian | VA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: JESSE WOLFE AND JAMES FEUDA, ADDRESS: 2621 Q STREET, RICHMOND, VA 23223, NATURE OF BUSINESS: REAL ESTATE, START DATE: 03/2025 2. NAME OF OTHER BUSINESS: VIRGINIA ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED STAFF APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDES OPERATIONAL SUPPORT POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: RENTER CONTACT, MAINTENANCE, AND REPAIRS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-24 |
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