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1055 W Main Street, Christiansburg, VA 24073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-05-09 |
Branch Locations
1055 W Main Street, Christiansburg, VA 24073 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New River Financial Planning, Llc | Radford | VA | 04/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | 12/2018 |
1. INDEPENDENT INSURANCE AGENT;YES;704 W MAIN ST, RADFORD, VA 24141;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;11/04/2011;160;160;SALES OF FIXED INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-20 |
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