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Glen Allen, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-11 |
Branch Locations
Glen Allen, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Reston | VA | 06/2022 | Present |
| Wealthspire Advisors | Reston | VA | 06/2021 | 07/2021 |
| Simplicity Wealth Management | Glen Allen | VA | 06/2020 | 06/2021 |
| Simplicity Wealth Management | Glen Allen | VA | 08/2021 | 05/2022 |
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2022 |
| Middle School/High School | Henrico | VA | 01/2012 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-17 |
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