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10621 Battalion Landing Ct, Burke, VA 22015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-01-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Haymarket | VA | 01/2004 | 12/2018 |
| Wealthcare Advisory Partners Llc | Manassas | VA | 07/2016 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | Present |
| United Income, Inc. | Washington | DC | 01/2019 | 08/2019 |
| Palladium Wealth Management, Llc | West Springfield | VA | 10/2008 | Present |
1) Palladium Wealth Management, LLC. Not Investment Related. See Registered Branch Office Location. Life and Health Insurance Sales. Owner/Agent. Start 1/2004. 100 hours per month during trading. Insurance sales and service. 2) FIG Marketing-Investment related-19520 West Catawba Ave, #200, Cornelius, NC 20831-Fixed Annuities & Insurance FMO-Broker-12/1/2019-100 hrs/mth-80 during trading hrs-Broker sales of fixed insurance and annuities. No securities related business. No an RIA affiliation. 3) Insurance Business. Not Investment Related. 80 State Street, Albany NY 12207. Insurance Sales. Agent. Start 1/2019. 10 hours per month during trading. 4) Tax Free Tutors Not investment related 10621 Battalion Landing Ct Burke VA 22015. Educational Video Course Sales. Owner/CEO. 10 hours during trading. Prepare & Update Educational videos on taxes, debt, fixed life insurance) and promote the purchase vai social media.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-28 |
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