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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-28 |
Branch Locations
3761 Westerre Pkwy Suite G, Henrico, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Henrico | VA | 03/2025 | Present |
| Hermitage Wealth Management, Inc. | Richmond | VA | 06/2023 | 08/2023 |
| Analytical Services & Materials | Newport News | VA | 06/2022 | 08/2022 |
| Indigo Sports | Williamsburg | VA | 05/2021 | 08/2021 |
| Mcdondald Garden Market | Williamsburg | VA | 05/2020 | 07/2020 |
| Hampton Roads Academy | Newport News | VA | 05/2019 | 08/2019 |
| Hampton Roads Academy | Newport News | VA | 08/2015 | 05/2020 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 05/2024 |
| Osaic | Henrico | VA | 08/2024 | 03/2025 |
1. HERMITAGE WEALTH MANAGEMENT POSITION: Client Services Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2024 ADDRESS: 3761 Westerre Parkway, Suite G, Richmond VA 23233, United States DESCRIPTION: I perform various ad hoc client support tasks. 2. CAPITOL FINANCIAL SOLUTIONS POSITION: Client Services Specialist NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/05/2024 ADDRESS: 8816 Six Forks Road, Suite 301, Raliegh NC 27615, United States DESCRIPTION: This is the entity that pays my compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
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