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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-02 |
Branch Locations
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
Lynchburg, VA • United States
Reynolds Office Building 6641 West Broad Street, Suite G-106, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 12/2013 | 12/2024 |
| Voya Financial Advisors | Lynchburg | VA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-03 |
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