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101 W. Main Street Suite 700, Norfolk, VA 23510-1676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-06-05 |
Branch Locations
410 East Water Street Suite 500, Charlottesville, VA 22902 • United States
101 W. Main Street Suite 700, Norfolk, VA 23510-1676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Financial Management, Inc. | Charlottesville | VA | 06/2010 | 12/2018 |
| Brown Advisory | Baltimore | MD | 11/2018 | 03/2024 |
| Retired | Keswick | VA | 04/2024 | 06/2024 |
| B&L Wealth Group, Llc | Mclean | VA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-06 |
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