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Elkton, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1994-04-14 |
Branch Locations
9420 Bonita Beach Rd #201, Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twenty First Investors | Elkton | VA | 03/1992 | Present |
I am the Financial Instructor for the Bonita Springs Financial Class that meets once a month from December to April. I spend about 10 hours a month preparing for and conducting the class. The class deals with asset allocation and investment portfolio construction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-11 |
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