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4101 Cox Road Suite 315, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| LA | RA | APPROVED | 2016-10-24 |
| NC | RA | APPROVED | 2012-06-27 |
| VA | RA | APPROVED | 1991-11-19 |
Branch Locations
4101 Cox Road Suite 315, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Richmond | VA | 10/2014 | 10/2021 |
| Bdc Capital Management, Inc | Glen Allen | VA | 01/1997 | Present |
| Charles Schwab & Co., Inc. | Glen Allen | VA | 10/2021 | Present |
1. BDC CAPITAL MANAGEMENT - GLEN ALLEN, VA. INSURANCE SALES. STARTED 1/1/97 TO PRESENT. 70 HOURS MONTHLY, 40 DURING TRADING HOURS MONTHLY. 2. BDC CAPITAL MANAGEMENT - GLEN ALLEN, VA. REGISTERED INVESTMENT ADVISOR. STARTED 10/27/2011 TO PRESENT. 5 HOURS WEEKLY, 0 DURING TRADING HOURS. INVESTMENT RELATED. FEE BASED FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-17 |
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