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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Glen Allen | VA | 08/2010 | Present |
| Lincoln Financial Securities Corporation | Richmond | VA | 12/2013 | 01/2025 |
| Osaic Wealth, Inc. | Richmond | VA | 01/2025 | Present |
1. PUCCINELLI ENTERPRISES 2250 EAST PARKHAM ROAD, RICHMOND, VA, CATEGORY: REAL ESTATE RENTAL, INVESTMENT RELATED: YES, TITLE: CO-OWNER, DUTIES: MAINTAINS PROPERTY AND COLLECTS RENT, START DATE: 10/1996, HOURS PER MONTH: 1, HOURS PER MONTH DURING TRADING HOURS: 0 2. CHARTERED FINANCIAL PLANNING ASSOCIATES, LTD, 2250 EAST PARKHAM ROAD, RICHMOND, VA, CATEGORY: INSURANCE, INVESTMENT RELATED: YES, TITLE: PRESIDENT, DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE INSURANCE PRODUCTS, START DATE: 06/1993, HOURS PER MONTH: 40, HOURS PER MONTH DURING TRADING HOURS: 20 3. PUCCINELLI & ASSOCIATES, 2250 EAST PARKHAM ROAD, RICHMOND, VA, CATEGORY: INSURANCE, INVESTMENT RELATED: YES, TITLE: AGENT, DUTIES: OFFERS PROPERTY AND CASUALTY INSURANCE, START DATE: 01/1994, HOURS PER MONTH: 5, HOURS PER MONTH DURING TRADING HOURS: 0 4. WILMOTH ACCOUNT & TAX SERVICES, 102 HIHG STREET, FARMVILLE, VA, CATEGORY: CPA, INVESTMENT RELATED: NO, TITLE: EMPLOYEE, DUTIES: TAX PREPARATION/ACCOUNTING SERVICES, START DATE: 06/1993, HOURS PER MONTH: 30, HOURS PER MONTH DURING TRADING HOURS: 20 5. FOXFIRE HOMEOWNERS ASSOCIATION, INC. POSITION: President NATURE: Foxfire HOA Board of Directors - cause to be kept a complete record of all its acts and corporate affairs and to present a statement thereof to the members at the annual meeting of the members, or at any special meeting when such statement is requested in writing by 1/4 of the Class A members; supervise all officers, agents and employees of this Association, and to see that their duties are properly performed; fix the amount of the annual assessment against each lot at least 30 days in advance of each annual assessment period; send written notice of each assessment to every Owner subject thereto at least 30 days in advance of each annual assessment period; lien against any property for which assessments are not paid within 90 days after due date; maintain adequate liability and hazard insurance on property owned by the Association; cause the Common Area to be maintained INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/05/2013 ADDRESS: 1703 Foxfire Cir, Henrico VA 23238, United States DESCRIPTION: President - preside at all meetings of the Board of Directors; shall see that orders and resolutions of the Board are carried out. 6. ANCIENT ORDER OF HIBERNIANS POSITION: Officer NATURE: Executive Secretary of Ancient Order of Hibernians, Dooley Division in Richmond. Charitable and fraternal organization. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2024 ADDRESS: 4491 Springfield Rd, Glen Allen VA 23060, United States DESCRIPTION: Executive Secretary - assist the President in running the Division and helping with activities throughout the year. 7. FINANCIAL ACCOUNTING SERVICES, LTD. POSITION: Tax research NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/03/2012 ADDRESS: 2250 E. Parham Rd, Richmond VA 23228, United States DESCRIPTION: Assist Tax office with research and service for their tax clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-20 |
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