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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-05 |
Branch Locations
111 State Street 3Rd Floor, Boston, MA 02109 • United States
Brookline, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow, Evans & Crocker, Inc. | Boston | MA | 06/2006 | 03/2021 |
| National Securities Corp | Boston | MA | 03/2021 | 03/2022 |
| National Asset Management | Boston | MA | 03/2021 | 03/2022 |
| Capitol Securities Management, Inc | Boston | MA | 03/2022 | Present |
(1) NOTARY PUBLIC SERVICES, BOSTON, MA , START 2007, LESS THAN 1 HR PER MONTH, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-09 |
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