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Account
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3200 Rockbridge Street Suite 300, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
| VA | RA | APPROVED | 2025-10-17 |
Branch Locations
3200 Rockbridge Street Suite 300, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Glen Allen | VA | 12/2024 | 10/2025 |
| Massmutual Life Insurance Company | Glen Allen | VA | 11/2023 | 10/2025 |
| Carmax Auto Superstore, Inc. | Richmond | VA | 07/2018 | 10/2023 |
| Unemployed | Charleston | WV | 05/2018 | 07/2018 |
| Full Time Student | Hampden-Sydney | VA | 08/2014 | 05/2018 |
| Mckinley Carter Wealth Services | Charleston | WV | 06/2017 | 08/2017 |
| Dp Grow Llc | Richmond | VA | 10/2025 | Present |
Licensed insurance agent (individual capacity); Investment-related: Yes; Richmond, Virginia; Commission-based insurance sales; Start Date: 2023; Approximate time spent: <5 hours per month; Approximate time during trading hours: <5 per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
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