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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-06-03 |
Branch Locations
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
Virginia Beach, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Servics, Inc. | Atlanta | GA | 10/2011 | 12/2020 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 12/2020 |
| Gwfs Equities, Inc | Denver | CO | 01/2021 | 05/2021 |
| Voya Financial Advisors, Inc. | Virginia Beach | VA | 06/2021 | Present |
OMA CONDOMINIUM POSITION: Member, Finance Committee NATURE: Member of Finance Committee of the Condo Association where I own a unit. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 413 Stuart Circle, RICHMOND VA 23220, United States DESCRIPTION: Review financial statements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-05 |
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