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8730 Stony Point Parkway Suite 100, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-27 |
Branch Locations
8730 Stony Point Pkwy Suite 100, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 11/2013 | 02/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2017 | Present |
| Campbell Deegan Financial | Richmond | VA | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-27 |
| S66 | Uniform Combined State Law Examination | 2014-10-27 |
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