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1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
| VA | RA | APPROVED | 2025-07-01 |
Branch Locations
1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Williamsburg | VA | 04/2006 | 12/2020 |
| Lpl Financial Llc | Williamsburg | VA | 12/2020 | 01/2024 |
| Private Advisor Group, Llc | Williamsburg | VA | 12/2020 | 07/2022 |
| Bleakley Financial Group, Llc | Williamsburg | VA | 06/2022 | 06/2025 |
| Tenzing Financial, Llc | Williamsburg | VA | 07/2025 | Present |
1) Licensed insurance agent; Not investment-related; Williamsburg, Virginia 23185; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-04 |
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