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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-28 |
Branch Locations
106 South Van Buren Road, Eden, NC 27288 • United States
2805 Reid School Road, Reidsville, NC 27320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Salem | VA | 08/2017 | 07/2021 |
| Wells Fargo Bank Na | Salem | VA | 07/2016 | 07/2021 |
| Freedom First Federal Credit Union | Roanoke | VA | 08/2021 | 05/2025 |
| Lpl Financial Llc | Roanoke | VA | 12/2022 | 03/2023 |
| Level Four Financial, Llc | Dallas | TX | 04/2023 | 12/2024 |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2023 | 12/2024 |
| Freedom First Wealth Management | Roanoke | VA | 01/2024 | 05/2025 |
| Raymond James Financial Services, Inc. | Roanoke | VA | 12/2024 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 12/2024 | 05/2025 |
| Hometrust Bank | Roanoke | VA | 05/2025 | Present |
| Osaic Institutions, Inc | Meriden | CT | 05/2025 | Present |
(1)Name of Business: HomeTrust Bank Address: 3956 Electric Rd, Roanoke, VA 24018, United States Activity Type: Bank Associate Position/Title: Financial Advisor Investment Related: Yes Start Date: 05/28/2025 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 130 Description of duties: employee of HomeTrust Bank (2)Name of Business: RRicskEmporium Address: 1506 Bush Farm Drive, Vinton, VA, 24179, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 09/23/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Storefront Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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