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Midlothian, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-04-10 |
| VA | RA | APPROVED | 2011-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Financial Experiences, Llc | N. Chesterfield | VA | 11/2004 | Present |
| Customer Analytics Consulting, Llc | N. Chesterfield | VA | 05/2008 | Present |
CUSTOMER ANALYTICS CONSULTING, CUSTOMER BEHAVIOR RESEARCH, 60HRS/MO DURING TRADING HRS, STARTED 05/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-29 |
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