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100 Church Street Suite 500, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-06-05 |
| VA | RA | APPROVED | 2015-03-05 |
| TX | RA | APPROVED | 2015-03-04 |
Branch Locations
8065 Leesburg Pike Suite 300, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point Advisors, Llc | Vienna | VA | 03/2006 | Present |
| Wfg Investments Inc | Vienna | VA | 06/2009 | Present |
| Keel Point Capital, Llc | Vienna | VA | 11/2011 | Present |
KEEL POINT, LLC - INVESTMENT RELATED - 8065 LEESBURG PIKE, SUITE 300, VIENNA, VA 22182 - HOLDING COMPANY FOR KEEL POINT FINANCIAL ENTITIES - CEO, MANAGING MEMBER - SINCE 2006 - 120 HOURS/MONTH DURING SECURITIES TRADING HOURS (IN TANDEM WITH KEEL POINT ADVISORS, LLC AND KEEL POINT INSURANCE ADVISORS, LLC). KEEL POINT ADVISORS, LLC - INVESTMENT RELATED - 8065 LEESBURG PIKE, SUITE 300, VIENNA, VA 22182 - SEC REGISTERED INVESTOR ADVISOR - MR. PARKS ALSO ACTS AS A MEMBER OF VARIOUS KEEL POINT INVESTMENT VEHICLES ASSOCIATED WITH KEEL POINT ADVISORS - CEO, MANAGING MEMBER - SINCE 2006 - 120 HOURS/MONTH DURING SECURITIES TRADING HOURS. KEEL POINT INSURANCE ADVISORS, LLC - INVESTMENT RELATED - 8065 LEESBURG PIKE, SUITE 300, VIENNA, VA 22182 - INSURANCE AGENCY - SINCE 2007 - MANAGING MEMBER - 1 HOUR/MONTH DURING SECURITIES TRADING HOURS. CAPITAL VIEW CONSULTING, LLC - INVESTMENT RELATED - ARLINGTON, VIRGINIA - REAL ESTATE - MANAGING MEMBER - ONE HOUR/MONTH (NOT DURING SECURITIES TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-14 |
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