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6410 Poplar Ave Suite 330, Memphis, TN 38119-4839 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED | 2023-07-19 |
Branch Locations
Boca Raton, FL • United States
6410 Poplar Ave Suite 330, Memphis, TN 38119-4839 • 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 |
|---|---|---|---|---|
| Financial Asset Management Corp | Chappaqua | NY | 09/2008 | 06/2023 |
| Chestnut Financial, Llc | Riverdale | NY | 01/1999 | 12/2020 |
| William Howard & Co. Financial Advisors, Inc. | Memphis | TN | 07/2023 | Present |
VLA Financial Services, LLC - Managing Member. Through this entity I serve as a consultant and primarily provide advice to individuals pursuant to a divorce. I act in the capacity as a Certified Divorce Financial Analyst (CDFA). As a CDFA I provide advice and analytical work in an effort to determine an equitable distribution of assets pursuant to a divorce. I perform this work from my home at 2066 N. Ocean Blvd. 5SW, Boca Raton, FL 33431 and work on an as needed basis. I have been working in this capacity for about 10 years and typically only a few hours a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-27 |
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