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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-29
  • VA RA
    APPROVED
    Since 2026-04-29

Branch Locations

828 Main Street 17Th Floor, Lynchburg, VA 24504 • 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
Education , (James Madison University), Harrisonburg VA 08/2023 05/2025
Bank Of The James Lynchburg VA 01/2026 Present
Education (Studying For Certifications ) Forest VA 06/2025 12/2025
Education (James Madison University) Harrisonburg VA 08/2020 05/2021
Education (James Madison University) Harrisonburg VA 08/2021 05/2022
Education (James Madison University) Harrisonburg VA 08/2022 05/2023
Home Depot Forest VA 06/2021 07/2021
Bank Of The James Lynchburg VA 06/2022 07/2022
Brown Edwards Lynchburg VA 06/2023 07/2023
Intercon Forest VA 06/2019 07/2019
Education, (Senior Year Of Hs, Covid) Jefferson Forest Hs Forest VA 08/2019 07/2020
Education (Jefferson Forest Hs) Forest VA 03/2016 05/2019
Osaic Institutions, Inc. Meriden CT 03/2026 Present
  • 08/2023 → 05/2025
    Education , (James Madison University),
    Harrisonburg, VA
  • 01/2026 → Present
    Bank Of The James
    Lynchburg, VA
  • 06/2025 → 12/2025
    Education (Studying For Certifications )
    Forest, VA
  • 08/2020 → 05/2021
    Education (James Madison University)
    Harrisonburg, VA
  • 08/2021 → 05/2022
    Education (James Madison University)
    Harrisonburg, VA
  • 08/2022 → 05/2023
    Education (James Madison University)
    Harrisonburg, VA
  • 06/2021 → 07/2021
    Home Depot
    Forest, VA
  • 06/2022 → 07/2022
    Bank Of The James
    Lynchburg, VA
  • 06/2023 → 07/2023
    Brown Edwards
    Lynchburg, VA
  • 06/2019 → 07/2019
    Intercon
    Forest, VA
  • 08/2019 → 07/2020
    Education, (Senior Year Of Hs, Covid) Jefferson Forest Hs
    Forest, VA
  • 03/2016 → 05/2019
    Education (Jefferson Forest Hs)
    Forest, VA
  • 03/2026 → Present
    Meriden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-28
  • S66 Uniform Combined State Law Examination
    2026-04-28

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