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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-21 |
| FL | RA | APPROVED | 2019-04-02 |
| DC | RA | APPROVED | 2017-05-12 |
| VA | RA | APPROVED | 2017-05-03 |
| MD | RA | APPROVED | 2017-05-02 |
Branch Locations
9626 Center Street, Manassas, VA 20110 • United States
13870 Smoketown Road, Woodbridge, VA 22192 • United States
289 Garrisonville Road, Stafford, VA 22554 • United States
17054 Jefferson Davis Hwy, Dumfries, VA 22026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Bank | Mclean | VA | 01/2011 | 04/2017 |
| Raymond James Financial Services, Inc. | Vienna | VA | 03/2016 | 04/2017 |
| Raymond James Financial Services Advisors Inc. | Vienna | VA | 04/2016 | 04/2017 |
| United Brokerage Services Inc | Parkersburg | WV | 05/2017 | Present |
OWNER OF RENTAL REAL ESTATE. MANASSAS, VA. STARTED:03/2016. INVESTMENT RELATED. 4 HRS PER MONTH, 0 DURING TRADING HRS. OWN A SMALL COMMMERCIAL BLDG. Novant Health Hospital, Manassas VA, Board Member on Board of Trustees, Start Date Jan 2017, 5 Hr/Mth, No Compensation, Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-29 |
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