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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-24 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coredo, Llc | Richmond | VA | 01/2006 | 02/2021 |
| Aig Retirement Advisors | Richmond | VA | 11/2008 | 02/2021 |
| Capital Asset Advisory Services | Richmond | VA | 02/2021 | Present |
The Rotary Club of Richmond;non-investment related ; PO Box 17664, RIchmond, VA 23236; charitable non-profit; member of the board of directors; 7/1/2006; 10 hours per month;4 hours per month; I am the program director in charge of finding speakers for our meetings and general volunteer for civic projects. Church of the Good Shepherd; non-investment related; 43rd and Forest Hill Aves. Richmond, VA 23225; Church; Finance Committee; 1/1/2013; 10 hrs per month; 0; I give guidance on financial matters to the treasurer and Vestry however, I have NO control or authority over any investments, accounts or bank accounts of the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-09 |
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