Best Investors Account Sign in
Claim This Profile
Current Employers
Rival Capital Management, Llc

Southlake, TX • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-08
TX RA APPROVED 2025-02-19
  • VA RA
    APPROVED
    Since 2025-03-08
  • TX RA
    APPROVED
    Since 2025-02-19

Branch Locations

Williamsburg, VA • United States

Southlake, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prosperity Home Mortgage Williamsburg VA 12/2017 Present
Wells Fargo Home Mortgage Williamsburg VA 01/2015 12/2017
Rival Capital Management, Llc Southlake TX 02/2025 Present
  • 12/2017 → Present
    Prosperity Home Mortgage
    Williamsburg, VA
  • 01/2015 → 12/2017
    Wells Fargo Home Mortgage
    Williamsburg, VA
  • 02/2025 → Present
    Southlake, TX
Other Businesses

MORTGAGE ORIGINATION; NON-INVESTMENT RELATED; LOCATED IN WILLIAMSON, VA; MORTGAGE INDUSTRY; MORTGAGE CONSULTANT; STARTED 9/2007; SPENDS APPROXIMATELY 90 HOURS PER MONTH WITH 15 HOURS DURING TRADING HOURS PER MONTH; MEET WITH BORROWERS TO HELP OBTAIN FINANCING FOR HOME PURCHASES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-01-17

View on SEC IAPD

More in Williamsburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor