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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-30 |
Branch Locations
1107 Heatherstone Drive, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists, Llc | Schaumburg | IL | 12/2017 | 07/2018 |
| Cetera Investment Advisers, Llc | Investment Advisor Representative | IL | 12/2017 | 03/2018 |
| Nswc Fcu | Dalgren | VA | 05/2016 | 11/2016 |
| Unemployed | Fredericksburg | VA | 11/2016 | 12/2017 |
| Wells Fargo Clearing Services | Glen Allen | VA | 07/2020 | 04/2021 |
| Unemployed | Woodford | VA | 03/2018 | 08/2019 |
| Wells Fargo | Glen Allen | VA | 08/2019 | 07/2020 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2021 | 08/2021 |
| Fidelity Investments | Ruther Glen | VA | 09/2021 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ashland | VA | 12/2022 | 09/2024 |
| Bank Of America, N.A. | Ashland | VA | 02/2023 | 09/2024 |
| Truist Investment Services, Inc | Richmond | VA | 09/2024 | Present |
| Truist Advisory Services, Inc | Richmond | VA | 09/2024 | Present |
| Osaic Wealth, Inc. | Fredericksburg | VA | 01/2026 | Present |
1. NOTARY POSITION: NOTARY NATURE: NOTARIZE DOCS FOR CLIENTS AS A REGISTERED ASSOCIATE. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/29/2026 ADDRESS: 1107 Heatherstone Drive, Fredericksburg VA 22407, United States DESCRIPTION: Incidental to my duties as an assistant, I don't charge a fee, nor do I perform notary services outside of the office. 2. DOMINION EAGLE ADVISOR GROUP POSITION: Director of Operations NATURE: Payroll DEAG, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/15/2026 ADDRESS: 1107 Heatherstone Dr, Fredericksburg VA 22407, United States DESCRIPTION: Director of Operations for your member firm. Dominion Eagle Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
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