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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Actuarial Consulting Group, Inc. | Richmond | VA | 05/1988 | Present |
| #Ia Acg Advisory Services, Inc. | Richmond | VA | 08/1993 | Present |
| Acg Advisory Services, Inc. | Richmond | VA | 01/1998 | Present |
| Actuarial Consulting Group, Inc. | Richmond | VA | 01/1998 | Present |
| Dp Grow, Llc | Richmond | VA | 02/2020 | 05/2023 |
| Wealthspire Advisors Llc | Midlothian | VA | 12/2024 | Present |
Joseph Saunders Wiggins is a shareholder of both Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. and has been President of both firms since 1998. He provides comprehensive wealth management, investment advisory and qualified plan consulting services for ACG Advisory Services and Actuarial Consulting Group, Inc. These services are investment related activities and are performed during trading hours. He is the owner of Clover Holdings, LLC since 2005. Clover Holdings LLC is a real estate investment firm. He provides financial management that takes approximately 2 hours of time per month. This is not an investment related activity and is not performed during trading hours. Address for all of the above is 1640 Huguenot Road, Midlothian, VA 23113.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-13 |
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