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700 Princess Anne Street, Fredericksburg, VA 22401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1989-05-10 |
Branch Locations
700 Princess Anne Street, Fredericksburg, VA 22401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fredericksburg Financial Services, Inc. | Fredericksburg | VA | 01/1982 | Present |
| James Monroe High School | Fredericksburg | VA | 03/2004 | Present |
| Sandlapper Securities, Llc | Greenville | SC | 08/2011 | 07/2019 |
| Saxony Securities | St. Louis | MO | 07/2019 | Present |
1)Frederickburg Financial Planning Services, Inc., DBA for investment-related activity. 2)Frederickburg Financial Planning, non-investment related, 700 Princess Anne Street, Fredericksburg, VA 22401, tax preparation, owner, started Jan. 1 1985, 80 hours per month during trading hours, duties include preparing taxes. 3)Various Insurance Companies, investment related business,700 Princess Anne Street, Fredericksburg, VA, 22401, Non-variable Insurance Sales, 2hrs/month during trading. 4)Financial and Tax Analysis for Divorce Clients; Investment related, 700 Princess Anne Street Fredericksburg, VA 22401, Divorce Analyst, Certified Financial Divorce Analyst, Started on Jan. 1 1998, 100 hour per month during trading hours, duties include testifying at mediation and litigation hearings for clients. 6)Board of Equalization Spotsylvania Virginia, non-investment related, 9104 Courthouse Road, Spotsylvania, VA 22553, Real Estate Assessments, Board Chairman, Started Jan. 1 2008, 7 hours per month during trading hours, duties include reviewing Appeals of Real Estate Asssessments by Spotsylvania Court. 7)Trinity Episcopal Church; non-investment related; 825 College Av, Fredericksburg, VA 22401; Church Finance Committee; President; Started 1/2024; 4 hours per month during non-trading hours; duties include bill payment, budgeting, and annual giving campaign. 8)Edward E. Drew Middle School Football Coach, non-investment related, 501 Cambridge St, Fredericksburg, VA 22405., coaching, Starts July 2022, 20 hours per month during non-trading hours, duties include Head Football coaching.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-02-21 |
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