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582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-05-06 |
Branch Locations
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Coast Guard | New London | CT | 05/1998 | 09/2023 |
| Ahead Full Wealth Management | North Kingston | RI | 07/2022 | 12/2023 |
| United States Coast Guard Academy | New London | CT | 09/2023 | Present |
| C.L. Sheldon & Company, Llc | Fairfax Station | VA | 12/2023 | 12/2023 |
| Apforia Dba Always Ready Financial Planning Llc | Virginia Beach | VA | 05/2025 | Present |
United States Coast Guard Academy; Visiting Professor; Not Investment Related; 27 Mohegan Ave New London CT 06320; Teach classes of Personal Finance and oversee research projects; 2025-09-04; 4 Hours per month devoted to business during trading hours; 8 Hours per month devoted to business outside trading hours; 25 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-22 |
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