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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-05 |
Branch Locations
6500 Harbour View Court Suite 101, Midlothian, VA 23112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salisbury Country Club | Midlothian | VA | 12/2016 | 05/2020 |
| Swim Club Management Group | Henrico | VA | 05/2018 | 10/2022 |
| Radford University | Radford | VA | 08/2021 | 05/2023 |
| Freelance | Moseley | VA | 05/2023 | 01/2024 |
| Northwestern Mutual | Richmond | VA | 01/2024 | 09/2024 |
| Capitol Financial Solutions | Midlothian | VA | 10/2024 | Present |
| Cosby High School | Midlothian | VA | 08/2015 | 05/2019 |
| Osaic | Midlothian | VA | 10/2024 | Present |
1. SUPER SUDS CAR WASH POSITION: Attendant NATURE: Car wash - S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 14750 Hull Street Rd., Midlothian VA 23112, United States DESCRIPTION: Attendant - basically a glorified greeter with a few responsibilities - mostly making sure the place runs smoothly and adjusting chemicals as needed. 2. GAVIN KENDALL POSITION: Insurance Broker NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 01/07/2026 ADDRESS: 6500 Harbour View Ct., Ste. 101, Midlothian VA 23112, United States DESCRIPTION: I solicit fixed insurance products for clients who need insurance products. 3. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/07/2026 ADDRESS: 6500 Harbour View Ct., Ste. 101, Midlothian VA 23112, United States DESCRIPTION: Managing and maintaining client accounts, opening accounts, providing advice on finances including life insurance, disability insurance, financial planning, investment advice, as well as servicing policies and accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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