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Alexandria, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| VA | RA | APPROVED | 2014-04-10 |
| OH | RA | APPROVED | 2014-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Initiatives, Llc | Alexandria | VA | 03/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-09 |
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