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541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-08-13 |
Branch Locations
541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Asset Group | Virginia Beach | VA | 12/2014 | Present |
| Infinex Investments, Inc | Meriden | CT | 01/2017 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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