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900 Main Street, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-02 |
| VA | RA | APPROVED | 2024-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Laundry | Quitman | GA | 07/2016 | 09/2017 |
| Sear's | Valdosta | GA | 10/2017 | 02/2018 |
| Tessy Plastics | Lynchburg | VA | 02/2018 | 11/2018 |
| Kroger | Lynchburg | VA | 08/2018 | 01/2020 |
| Ups | Lynchburg | VA | 09/2021 | 07/2022 |
| Domino's | Lynchburg | VA | 07/2022 | 11/2023 |
| Montvue Capital Management, Inc. | Lynchburg | VA | 01/2024 | Present |
| N/A | Lynchburg | VA | 01/2020 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
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