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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-21 |
Branch Locations
3901 Westerre Pkwy Ste 300, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2017 | 01/2018 |
| Marlin Leasing Corporation | Mount Laurel | NJ | 01/2011 | 04/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2018 | 12/2023 |
| Self Employed | North Wales | PA | 10/2018 | 12/2019 |
| Self Employed | North Wales | PA | 06/2021 | Present |
| Didier Occident | Richmond | VA | 01/2024 | 04/2024 |
| Northwestern Mutual Investment Services, Llc | Richmond | VA | 02/2024 | Present |
| Didier Occident | Richmond | VA | 04/2024 | Present |
100% OWNER, 111 SIOUX DRIVE, 111 SIOUX DRIVE, ALBRIGHTSVILLE, , PENNSYLVANIA, 19454, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 2/1/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER 100% OWNER, HOUSEHOLD GOODS RESALE ON EBAY, 117 AZALEA PL, NORTH WALES, , PENNSYLVANIA, 19454, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 6/1/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, RESALE OF HOUSEHOLD GOODS NAME OF BUSINESS: RENTAL PROPERTY; INVESTMENT-RELATED; ADDRESS (City/State): Albrightsville, PA; POSITION: LANDLORD/OWNER; START DATE: 02/2022; APPROXIMATE HOURS/MONTH: 10; HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-01 |
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