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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-12 |
Branch Locations
948 Laskin Rd Ste 300, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Virginia Beach | VA | 12/2025 | 12/2025 |
| Truist Investment Services, Inc | Virginia Beach | VA | 01/2026 | 02/2026 |
| Sterling Capital Managerment | Virginia Beach | VA | 01/2013 | 11/2025 |
| Truist Advisory Service, Inc | Virginia Beach | VA | 02/2026 | 02/2026 |
| Truist Investment Services, Inc | Virginia Beach | VA | 02/2026 | Present |
| Truist Advisory Services, Inc | Virginia Beach | VA | 02/2026 | Present |
DUCHARME VENTURES LLC POSITION: Member NATURE: Ownership of Private Commercial Real Estate Office INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Passive joint owner/member. LONGWOOD UNIVERSITY FOUNDATION POSITION: Director and Chair Investment Subcommittee NATURE: The Foundation provides for the betterment of Longwood University and the students through the execution of sound investment portfolio management and administration of the endowment, operational and program funds along with administration of the endowment's scholarship awards. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: Farmville VA, United States DESCRIPTION: We evaluate current endowment portfolio exposure, consider new alternative opportunities, and make portfolio changes per committee approvals. OSPREY CAPITAL MANAGEMENT LLC POSITION: Managing member NATURE: Family office holding company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: Dover DE, United States DESCRIPTION: Holding company only - no operations GREEN RUN COLLEGIATE FOUNDATION POSITION: Board Member NATURE: The Green Run Collegiate Foundation is a 501(c)(3) non-profit organization located at 1700 Dahlia Drive, Virginia Beach, VA 23453. It provides financial and community support for Green Run Collegiate, which is the first public charter school within Virginia Beach City Public Schools. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2026 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Socializing purpose of foundation and boosting financial resources of organization to bolster its mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-29 |
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