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477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-26 |
Branch Locations
477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Bankshares, Inc. | Windsor | VA | 07/2007 | 08/2022 |
| Financial Security Management, Inc. | Virginia Beach | VA | 08/2022 | Present |
FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 6/26/2023; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. WESTERN TIDEWATER FREE CLINIC; INVESTMENT-RELATED: NO; ADDRESS: 2019 MEADE PARKWAY, SUFFOLK, VA 23434; NATURE OF BUSINESS: NON-PROFIT HEALTHCARE ORGANIZATION; POSITION: TREASURER; START DATE: 6/01/2023; APPROX. HRS PER MO: 5; APPROX HRS DURING TRADING HRS: 0; DUTIES: REVIEW FINANCIAL STATEMENTS, RESPONSIBLE FOR OVERALL FINANCIAL HEALTH ALONG WITH OTHER BOARD MEMBERS. WINDSOR ATHLETIC ASSOCIATION; INVESTMENT-RELATED: NO; ADDRESS: 10333 FIVE FORKS ROAD, WINDSOR, VA 23487; NATURE OF BUSINESS: LITTLE LEAGUE ASSOCIATION; POSITION: TREASURER; START DATE: 11/01/2024; APPROX. HRS PER MO: 5; APPROX HRS DURING TRADING HRS: 0; DUTIES: RESPONSIBLE FOR OVERALL FINANCIAL DUTIES OF THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
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