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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-03 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
121 South Main Street Unit A, Gordonsville, VA 22942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Torray Investment Partners Llc | Keswick | VA | 11/2014 | 08/2026 |
| Quasar Distributors, Llc | Keswick | VA | 10/2024 | 08/2026 |
| Somerset Advisory | Gordonsville | VA | 08/2026 | Present |
| Indivisible Partners Llc | Clearwater | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-13 |
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