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Kinsale, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oyster Consulting Llc | Glen Allen | VA | 03/2019 | 01/2020 |
| Oyster Consulting | Glen Allen | VA | 01/2020 | Present |
| Marriott Securities, Llc | Richmond | VA | 10/2021 | Present |
| East West Investment Advisors Llc | Sandy Point | VA | 01/2021 | Present |
| Capitol Securities Management, Inc | Mclean | VA | 12/2007 | 01/2020 |
1)Name of Business: East West Investment Advisors LLC Investment-related: Yes Address: Sandy Point, VA Nature of the other business: registered investment advisor for retail clients Position, title, or relationship with the other business: independent contractor/financial advisor Start date: 01/15/2021 Approx number of hours/month you devote to the other business: 10-15 Approx number of hours/month you devote to the other business during securities trading hours: 10-15 Describe your duties relating to the other business: working directly with the practice lead on administrative tasks and client services 2)Name of Business: Love Like That, Inc. Investment-related: No Address: 7935 Patriots Landing Pl. Quinton, VA 23141 Nature of the other business: Non-profit marriage ministry that provides counseling services to couples Position, title, or relationship with the other business: Director - no check-writing authority Start date: 04/27/17 Approx number of hours/month you devote to the other business: 1-2 Approx number of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: Board Member advising the non-profit regarding strategic opportunities, budget and fund raising 3)Name of Business: Oyster Consulting LLC Investment-related: No Address: 4128 Innslake Drive Glen Allen, VA 23060 Nature of the other business: Providing comprehensive audit, compliance, financial, operations, technology, trading and management consulting to financial services firms Position, title, or relationship with the other business: Director Start date: 03/01/19 Approx number of hours/month you devote to the other business: 40 Approx number of hours/month you devote to the other business during securities trading hours: 30 Describe your duties relating to the other business: Providing comprehensive audit, compliance, financial, operations, technology, trading and management consulting to financial services firms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-04 |
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