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Todd Charles Kuimjian

Virginia Estate And Retirement Planning Advisors, Inc.

Glen Allen, VA

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Current Employers
Virginia Estate And Retirement Planning Advisors, Inc.

4870 Sadler Road Suite 300, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-23
  • VA RA
    APPROVED
    Since 2025-01-23

Branch Locations

4870 Sadler Road Suite 300, Glen Allen, VA 23060 • 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
Virginia Estate And Retirement Planning Advisors, Inc. Glen Allen VA 01/2025 Present
Comerica Bank Houston TX 04/2020 12/2024
D&K Cpas Richmond VA 01/2009 Present
Other Businesses

(1) D&K CPAs; No; Richmond, VA; Tax Prep & Consulting; Partner/ Consultant; 01/2009; 150/ HRS MO; 150/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-18
S63 Uniform Securities Agent State Law Examination 1997-11-05
  • S65 Uniform Investment Adviser Law Examination
    1997-11-18
  • S63 Uniform Securities Agent State Law Examination
    1997-11-05
Designations
Other Names
  • Todd Charles Kuimjiam

View on SEC IAPD

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ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA

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