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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-10 |
| VA | RA | APPROVED | 2023-08-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Richmond | VA | 01/2010 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 03/2018 |
| Mml Investors Services, Llc | Richmond | VA | 03/2017 | 03/2018 |
| Minnesota Life | St. Paul | MN | 03/2018 | 08/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 03/2018 | 08/2023 |
| Virginia Asset Management | Midlothian | MN | 03/2018 | Present |
| Cetera Wealth Services, Llc | Midlothian | VA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
CITIZENS TRANSPORTATION ADVISORY COMMITTEE POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2005 ADDRESS: , Richmond VA , United States DESCRIPTION: Advisory Board VAM FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2018 ADDRESS: , Midlothian VA , United States DESCRIPTION: Agent/Broker NAME OF OTHER BUSINESS: VIRGINIA ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, ADVISORY AND INSURANCE SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-27 |
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