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Current Employers
American Financial Planning, Inc.

541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-13
  • VA RA
    APPROVED
    Since 2023-08-13

Branch Locations

Yorktown, VA • United States

541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Virginia Asset Group Virginia Beach VA 12/2014 Present
Infinex Investments, Inc Meriden CT 01/2017 Present
  • 12/2014 → Present
    Virginia Asset Group
    Virginia Beach, VA
  • 01/2017 → Present
    Infinex Investments, Inc
    Meriden, CT
Previous Registrations
Other Businesses

1.) Reliable Bookkeeping Solutions, LLC, Managing Member, Started 1/2023 bookkeeping and accounting services. Approx 3 hours per week not during trading hours. Not investment related. Yorktown, VA 2.) Virginia insurance agent since 10/2016, 2-4 hours per week not during trading hours. Not investment related, Yorktown, VA 3.) Congregation Zion's Sake, Administrative Assistant since 07/2022, 35-40 hours per week during trading hours. Not investment related, Newport News, VA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-26
  • S66 Uniform Combined State Law Examination
    2020-10-26

View on SEC IAPD

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