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413 Stuart Circle Suite 220, Richmond, VA 23220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-11 |
Branch Locations
413 Stuart Circle Suite 220, Richmond, VA 23220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Health & Lifestyle | Richmond | VA | 12/2021 | 03/2024 |
| Stanley Black & Decker | Richmond | VA | 05/2021 | 12/2021 |
| Capital One | Richmond | VA | 07/2018 | 05/2021 |
| Stanley Black & Decker | Hartford | CT | 08/2014 | 07/2018 |
| Ascent Financial Group | Charlottesville | VA | 04/2024 | Present |
CancerLINC; Non-investment related; 200 South 3rd Street Richmond, VA 23219; Provides resources to individuals suffering from cancer; i.e. attorneys, social worker, financial professionals; Michael provides assistance with account organization and debt consolidation. Client business is not solicited for the benefit of Ascent Financial Group; Volunteer; Start Date: 08/23/2024; Hours per month: 3; Hours per month during trading hours: 3; Michael provides assistance with account organization and debt consolidation for cancer patients or their surviving family members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
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