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192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-21 |
Branch Locations
192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-19 |
Branch Locations
192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 01/2016 | 04/2018 |
| American Funds Distributors | San Antonio | TX | 05/2018 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 04/2022 |
| Capital Group - American Funds Distributors, Inc. | San Antonio | TX | 04/2022 | 10/2022 |
| Capital Group - American Funds Distributiors, Inc. | San Antonio | TX | 10/2022 | 05/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 05/2024 | 05/2026 |
| Osaic Wealth | Scottsdale | AZ | 06/2026 | Present |
| The Ascent Group | Virginia Beach | VA | 06/2026 | Present |
| Alera Investment Advisors | Virginia Beach | VA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-14 |
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