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4300 Cox Road, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Richmond | VA | 08/1992 | 09/2017 |
| Suntrust Advisory Services | Richmond | VA | 05/2016 | 09/2017 |
| Union Bank & Trust | Richmond | VA | 09/2017 | Present |
POSITION: owner NATURE: house rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: , richmond VA DESCRIPTION: renting a house
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-26 |
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