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Jenks, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-19 |
Branch Locations
283 Constitution Dr One Columbus Center, Ste 600, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Practice Promotions Llc | Virginia Beach | VA | 06/2016 | 09/2016 |
| Ameriprise Financial | Raleigh | NC | 10/2016 | 08/2017 |
| Ameriprise Financial Services, Inc. | Virginia Beach | VA | 08/2017 | 05/2020 |
| Lpl Financial | Virginia Beach | VA | 05/2020 | 12/2021 |
| Ritter, Virok, Lambert & Associates | Virginia Beach | VA | 09/2017 | 05/2020 |
| Netadvizor Wealth Llc | Tulsa | OK | 01/2022 | Present |
1) 6/10/2021 - Accounting for Construction - Not Investment Related - PO Box 471291, Tulsa, OK 74147 - Outside/W-2 Employment - Sales & Marketing Director - Start Date: 06/14/2021 - 100 Hours Per Month/40 Hours During Securities Trading - Directly in charge of sales and marketing, specifically generating new business and creating sales processes that are scalable. Help run a firm that does bookkeeping and accounting for small businesses. I also do consulting regarding operations and coaching. 2) NetAdvizor Shield LLC; Insurance Agent; Not Investment Related; 283 Constitution Dr Ste 683 Virginia Beach VA 23462; Description: Runs all business from our accounting wing and our RIA into; 2025-07-01; 0 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 15 Percent of total yearly compensation expected to be derived from the business; Website address for the organization: www.nazshield.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-02 |
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