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919 East Main Street Suite 950, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-17 |
Branch Locations
919 East Main Street Suite 950, Richmond, VA 23219 • United States
2563 Brandt School Rd Suite 201, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Saint Petersburg | FL | 07/2025 | 09/2025 |
| Sewickley Academy | Sewickley | PA | 08/2017 | 06/2021 |
| Manchester Academic Charter School | Pittsburgh | PA | 08/2006 | 06/2017 |
| Howard University | Washington | DC | 08/2021 | 05/2025 |
| Heritage Wealth Advisors | Wexford | PA | 07/2026 | Present |
| Raymond James | St Petersburg | FL | 10/2025 | 06/2026 |
| Osaic | St Petersburg | FL | 07/2026 | 07/2026 |
Independent Insurance Agent; not investment-related; started 04/2025; zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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