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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-05-24 |
Branch Locations
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
799 9Th Street Nw Suite 325, Washington D.C., DC 20001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omega Wealth Management Llc | Arlington | VA | 06/2021 | 06/2023 |
| Omega Wealth Management Llc | Arlington | VA | 06/2020 | 08/2020 |
| United States Department Of Agriculture | Blacksburg | VA | 02/2019 | 09/2019 |
| Partners In Financial Planning | Salem | VA | 05/2019 | 09/2019 |
| Cardinal Valley Industrial Supply | Salem | VA | 06/2018 | 09/2018 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2017 | 05/2021 |
| Full-Time Education | Roanoke | VA | 09/2012 | 06/2017 |
| Rmb Capital, Llc | Washington | DC | 08/2023 | 12/2023 |
| Curi Rmb Capital, Llc | Washington | DC | 01/2024 | Present |
NAME OF BUSINESS: J AND J INVESTMENTS LLC. INVESTMENT RELATED: YES - REAL ESTATE ONLY. ADDRESS: 4256 KINGS CT DR, ROANOKE, VA 24018. NATURE OF BUSINESS: REAL ESTATE INVESTMENT. POSITION/TITLE: PARTNER. START DATE: 08/20/2021. APPROX HOURS/MONTH: 10. APPROX HOURS/MONTH DURING SECURITIES TRADING HOURS: ZERO. DUTIES: PASSIVE REAL ESTATE INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
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