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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-03 |
Branch Locations
8720 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Richmond | VA | 02/2025 | Present |
| Staunton River State Park | Scottsburg | VA | 05/2014 | 08/2016 |
| High School Student | Halifax | VA | 08/2016 | 05/2020 |
| Ymca Of South Boston Va | South Boston | VA | 05/2017 | 03/2020 |
| Jimmy Johns | Grand Rapids | MI | 09/2021 | 12/2021 |
| College Student | Decatur | IL | 08/2020 | 12/2024 |
| Cutco Cutlery | Lynchburg | VA | 05/2022 | 08/2022 |
| Decatur Family Ymca | Decatur | IL | 10/2022 | 05/2023 |
| Capitol Financial Solutions | Richmond | VA | 05/2023 | 08/2023 |
| Northwestern Mutual | Decatur | IL | 02/2024 | 08/2024 |
1. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/28/2025 ADDRESS: 8720 Stony Point Pkwy Suite 325, Richmond VA 23235, United States DESCRIPTION: I am a financial advisor / planner working to create holistic financial plans for clients through investments, insurance, and planning collaborating with other advisors at capitol financial solutions. 2. INSURANCE BROKERAGE POSITION: Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/28/2025 ADDRESS: 8720 Stony Point Pwky Suite 325, Richmond VA 23235, United States DESCRIPTION: Independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
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