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1801 Bayberry Court Suite 301, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-27 |
| NC | RA | APPROVED | 2024-07-27 |
| TX | RA | APPROVED | 2024-07-27 |
| VA | RA | APPROVED | 2024-07-27 |
Branch Locations
1801 Bayberry Court Suite 301, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Charlotte | NC | 06/2023 | 08/2023 |
| Virgnia Polytechnic Institute And State University | Blacksburg | VA | 08/2020 | 05/2024 |
| Coastal Virginia Wealth Group | Virginia Beach | VA | 05/2021 | 08/2022 |
| Waddell & Reed, Inc. | Virginia Beach | VA | 05/2020 | 01/2021 |
| Acima Private Wealth | Richmond | VA | 06/2024 | Present |
| Unemployed | Chesapeake | VA | 07/2014 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
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