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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 05/2018 | 05/2019 |
| Securian Financial Services Inc | St. Paul | MN | 05/2018 | 05/2019 |
| Virginia Asset Management | Midlothian | VA | 05/2018 | 05/2019 |
| Securian Financial Services Inc. | St. Paul | MN | 03/2018 | 05/2018 |
| Massmutual Greater Richmond | Glen Allen | VA | 05/2017 | 03/2018 |
| C.H. Robinson | Richmond | VA | 04/2016 | 05/2017 |
| Tazza Kitchen | Richmond | VA | 01/2018 | 08/2018 |
| Virginia Asset Management | Midlothian | VA | 06/2019 | 07/2021 |
| Securian Financial Services Inc | St Paul | MN | 06/2019 | 07/2021 |
| Green Compass Global, Ltd. | Wilmington | NC | 05/2021 | 07/2021 |
| Fidelity Investments | Glen Allen | VA | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103880|OrgNmn:Moss Ridge Enterprises Inc. dba Ivybrook Academy|Org Addr:Chesterfie,Virginia,US|OBA Nature:Private preschool|Invst Rel:N|Title:Director|Duties:My husband is opening a franchise and I have to sign as guarantor on the loan to maintain the appropriate debt to income ratio. I will have no|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
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