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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| VA | RA | APPROVED | 2026-07-14 |
Branch Locations
4510 Cox Road, Suite 201, Glen Allen, VA 23060 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/1999 | 04/2023 |
| Charles Schwab Bank Ssb | Richmond | VA | 02/2005 | 04/2023 |
| On Sabbatical | Richmond | VA | 04/2023 | 11/2023 |
| Dp Grow Llc | Richmond | VA | 11/2023 | 03/2024 |
| Not Employed | Richmond | VA | 03/2024 | 06/2024 |
| Fidelity Brokerage Services Llc | Midlothian | VA | 06/2024 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Rfg Advisory Llc Dba Rva Wealth Management | Glen Allen | VA | 07/2026 | Present |
| Private Client Services, Llc | Glen Allen | VA | 07/2026 | Present |
1) RVA Wealth Management; YES; 4510 Cox Road, Suite 201, Glen Allen, VA 23060; DBA; Wealth Advisor; Start: 7/14/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 07/14/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-26 |
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