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421 South College Avenue, Salem, VA 24153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-18 |
| VA | RA | APPROVED | 2009-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners In Financial Planning, Llc | Salem | VA | 11/2009 | Present |
SINCE MAY, 1981 I AM A PARTIAL OWNER AND MEMBER OF RADTEC, LLC, A NON INVESTMENT RELATED BUSINESS. THE COMPANY OWNS AND OPERATES RESIDENTIAL APARTMENTS IN RADFORD, VA. FOR TWO HOURS A MONTH, NONE OF THE TIME DURING SECURITIES TRADING HOURS, I CONSULT ON MANAGEMENT DECISIONS AND PREPARE FINANCIAL ANALYSIS AND INCOME TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-03-15 |
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