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1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-16 |
| VA | RA | APPROVED | 2021-06-16 |
Branch Locations
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montvue Capital Management | Lynchburg | VA | 02/2018 | 06/2021 |
| Lane, Staley & Associates-Ameriprise Financial Services, Inc. | Lynchburg | VA | 04/2016 | 02/2018 |
| Selective Wealth Management, Inc. | Forest | VA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
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