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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-29 |
| NC | RA | APPROVED | 2022-07-14 |
| TX | RA | APPROVED | 2022-07-14 |
Branch Locations
200 Garrett Street Suite L, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Charlottesville | VA | 08/2011 | 03/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2011 | 03/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 03/2018 |
| Old Dominion Capital Management | Charlottesville | VA | 03/2018 | 10/2021 |
| Dixon, Hubard, Feinour & Brown, Inc. | Roanoke | VA | 10/2021 | Present |
| Cary Street Partners Investment Advisory | Richmond | VA | 07/2022 | Present |
POSITION: THE WOMEN'S INITIATIVE, FINANCE COMMITTEE MEMBER, PROPOSED BOARD MEMBER NATURE: NON-PROFIT PROVIDING MENTAL HEALTH SERVICES TO UNDER-SERVED WOMEN INVESTMENT RELATED?: NO # OF HOURS: 4 PER MONTH # OF INVESTMENT RELATED HOURS: 0 START DATE: 10-21-2020 ADDRESS: CHARLOTTESVILLE, VA DESCRIPTION: REVIEW BUDGET AND FINANCIAL STATEMENTS FOR THE NON-PROFIT POSITION: GROUP FITNESS INSTRUCTOR NATURE: TRAVELING FITNESS INSTRUCTOR INVESTMENT RELATED: NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 02/17/2014 ADDRESS: , COVINGTON KY DESCRIPTION: TEACH SEVERAL AEROBICS CLASSES PER YEAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
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