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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-30 |
Branch Locations
706 East Ave., Rochester, NY 14607 • United States
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 09/2015 | 04/2017 |
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 03/2019 | 05/2019 |
| Capitol Securities Management, Inc. | Rochester | NY | 08/2021 | 06/2024 |
| Unemployed | Ontario | NY | 05/2019 | 08/2021 |
| Unemployed | Ontario | NY | 04/2017 | 03/2019 |
| Stratos Wealth Advisors, Llc | Rochester | NY | 07/2024 | 03/2025 |
| Beau Morgan Advisors | Pittsford | NY | 04/2025 | 07/2026 |
| Unemployed | Ontario | NY | 04/2023 | 04/2024 |
| Invessent | Ontario | NY | 07/2024 | 03/2025 |
| Capitol Securities Management, Inc. | Rochester | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-24 |
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