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1801 Bayberry Court Suite 301, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-17 |
Branch Locations
1801 Bayberry Court Suite 301, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shenandoah Asset Management Llc | Glen Allen | VA | 01/1999 | Present |
| Vcu Investment Management Co. | Richmond | VA | 10/2015 | 09/2017 |
| Self Employed | Raleigh | NC | 09/2017 | Present |
| Acima Private Wealth | Richmond | VA | 07/2019 | Present |
Self employed investment consultant since 10/2017. Provide monthly commentary for clients Vantage Consulting Group in Virginia Beach, Family and Friends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-16 |
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