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Midlothian, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED | 2024-12-16 |
| PA | RA | APPROVED | 2024-02-26 |
| MD | RA | APPROVED | 2023-01-04 |
| FL | RA | APPROVED | 2021-07-02 |
| VA | RA | APPROVED | 2018-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Capital Planners, Llc | Glen Allen | VA | 07/2018 | Present |
| First Advisors National, Llc | Richmond | VA | 11/2015 | 10/2018 |
| O'DEll, Winkfield, Roseman & Shipp, Llc | Glen Allen | VA | 03/2015 | 03/2019 |
| Owrs Estate Services, Llc | Glen Allen | VA | 04/2012 | 03/2019 |
| Retirewise University | Glen Allen | VA | 10/2018 | 08/2021 |
| Harbor Wealth Advisors, Llc | Glen Allen | VA | 04/2013 | Present |
| Moneytrax North America Inc. | Vancouver | WA | 01/2021 | 01/2023 |
INSURANCE ADVICE AND SALES. MR. SHIPP IS LICENSED TO SELL INSURANCE PRODUCTS AND HE WILL SPEND APPROXIMATELY 25% OF HIS TIME ON INSURANCE RELATED ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-21 |
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