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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-03 |
| VA | RA | APPROVED | 2022-11-04 |
Branch Locations
140 Eastshore Dr Suite 105, Glen Allen, VA 23059 • United States
Williamsburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Williamsburg | VA | 11/2010 | 11/2022 |
| Primerica Financial Services | Williamsburg | VA | 07/2010 | 11/2022 |
| Sagamore Home Mortgage | Williamsburg | VA | 04/2015 | 10/2017 |
| Finance Of America | Williamsburg | VA | 01/2017 | 06/2019 |
| Jackson Hewitt | Williamsburg | VA | 01/2018 | 09/2019 |
| Williamsburg Christian Retreat Center | Williamsburg | VA | 01/2018 | Present |
| Eagle Vision | Williamsburg | VA | 10/2021 | Present |
| Williamsburg Percussion | Williamsburg | VA | 08/2012 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2022 | Present |
| Cetera Investment Advisers Llc | Glen Allen | VA | 11/2022 | Present |
100% OWNER OF EAGLE VISION STRATEGY LLC DBA EAGLE VISION; CEO AND PRESIDENT; HIRE AND MANAGE EMPLOYEES TO DO BOOKKEEPING AND PAYROLL FOR SMALL COMPANIES; 5 HRS/WK; OWNER OF TRAVIS PAULL DBA WILLIAMSBURG PERCUSSION; TEACH DRUM LESSONS; 5 HRS/WK; PRESIDENT OF BNI BUSINESS EXCELLENCE CHAPTER; 2 HRS/WK; CO-TRUSTEE FOR FATHER'S TRUST ROBERT H. PAULL MARITAL TRUST AND IRREVOCALE TRUST; INDEPENDENT AGENT FOR UNITED HEALTHCARE; SELLS MEDICARE SUPPLEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-30 |
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