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800 W Riverview Drive, Suffolk, VA 23434 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbmares Wealth Management | Williamsburg | VA | 12/2022 | 03/2025 |
| Acap Sme, Llc | Manakin Sabot | VA | 10/2020 | 04/2021 |
| The Citadel | Charleston | SC | 06/2021 | 09/2022 |
| Randolph-Macon College | Ashland | VA | 08/2016 | 05/2021 |
| River Crescent Advisors, Llc | Suffolk | VA | 04/2025 | Present |
1) Licensed insurance agent; Not investment-related; Suffolk, Virginia 23434; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours. 2) Randolph-Macon Baseball; Not-investment related; 114 College Ave, Ashland, VA 23059; Pitching Coach; 09/04/2023; 40 hours per month; 20 during trading hours; Provide instructions to players, attend practices and games
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-16 |
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