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2100 Ponce De Leon Blvd Suite Ph-5, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-05 |
| VA | RA | APPROVED | 1997-02-18 |
Branch Locations
860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
2100 Ponce De Leon Blvd Suite Ph-5, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Advantage Investing, Inc. | Chesapeake | VA | 04/1996 | Present |
| Fitzwilliams Investment Fund | Chesapeake | VA | 07/2025 | 10/2025 |
Virginia Beach Theological Seminary; No; 2221 Centerville Turnpike, Virginia Beach, VA 23464; Educational institution; Board member; May, 2007; One or less; None; Provide assistance to the seminary faculty and administration by advising on the general business affairs and strategic planning The Daniel and Martha Davey Foundation; No; 2221 Centerville Turnpike, Virginia Beach, VA 23464; Fundraising for Educational institution; Board member; May, 2025; One to two; None; Provide assistance to the foundation by advising on the general business affairs and strategic planning, and assisting in fundraising efforts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
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