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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8720 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Midlothian | VA | 06/1993 | 01/2025 |
| #Ia Lincoln Financial Advisors Corporati | Richmons | VA | 06/1993 | 01/2025 |
| Osaic Wealth, Inc. | Midlothian | VA | 01/2025 | Present |
1. ERNEST L. DAVIDSON JR. POSITION: Agent NATURE: selling fixed universal life, term life ins. and fixed annuities as well as life settlements, disability and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2009 ADDRESS: 8720 Stony Point Parkway Suite 325, Richmond VA 23235, United States DESCRIPTION: Recommend product to clients 2. CAPITOL FINANCIAL SOLUTIONS POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/14/2025 ADDRESS: 8720 Stony Point Pkwy, Ste. 325, Richmond VA 23235, United States DESCRIPTION: I act as a financial advisor, providing guidance and solutions to clients based on their needs and investment objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-14 |
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