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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-27 |
| VA | RA | APPROVED | 2023-01-27 |
Branch Locations
5205 W Broad St, Richmond, VA 23230 • United States
3540 W Cary St, Richmond, VA 23221 • United States
11718 Jefferson Avenue, Newport News, VA 23606 • United States
202 N Henry St, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc | Chesapeake | VA | 04/2020 | 06/2020 |
| Unemployed | Virginia Beach | VA | 10/2017 | 09/2018 |
| Kgn Phone Plus & More Llc | Kingston | 03/2014 | 09/2017 | |
| Cetera Investment Services Llc | St Cloud | MN | 01/2022 | 01/2023 |
| Langley Federal Credit Union | Newport News | VA | 01/2022 | 01/2023 |
| Cetera Investment Advisers Llc | Newport News | VA | 01/2022 | 01/2023 |
| Senti Capital Llc | Virginia Beach | VA | 12/2021 | 12/2023 |
| J.P. Morgan Securities Llc | Williamsburg | VA | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Williamsburg | VA | 01/2023 | Present |
| Navy Mutual Aid Assoc | Virginia Beach | VA | 06/2020 | 01/2022 |
| Cno Services Llc | Newport News | VA | 03/2020 | 06/2020 |
| Bankers Life Advisory Services, Inc | Chesapeake | VA | 01/2020 | 06/2020 |
| Bankers Life & Casualty Co | Chesapeake | VA | 10/2018 | 06/2020 |
| Bankers Life Securities, Inc | Chesapeake | VA | 03/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-18 |
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