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Huddleston, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-19 |
| FL | RA | APPROVED | 2025-12-17 |
| NC | RA | APPROVED | 2016-05-04 |
| TX | RA | APPROVED | 2016-05-04 |
| VA | RA | APPROVED | 2016-05-04 |
Branch Locations
Huddleston, VA • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley View Consulting, L.L.C. | Huddleston | VA | 02/2016 | Present |
Live Oak Portfolios LLC Owner/President Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-04 |
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