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440 Viking Drive, Suite 200, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-05-21 |
| TX | RA | APPROVED | 2019-05-16 |
Branch Locations
440 Viking Drive, Suite 200, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Virginia Beach | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | 05/2019 |
| Beacon Harbor Wealth Advisors | Virginia Beach | VA | 02/2019 | Present |
1. GUARDIAN PARTNERS LLC; INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; START DATE 8/1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING. // 2. DUNLAP GARRICK COMMUNITY FOUNDATION, NOT INV RELATED, NORFOLK, VA, TREASURER, START 11/1/2018, 5 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS RECONCILIATION OF FINANCIALS REGARDING FINANCIAL AID FOR PRIVATE SCHOOL STUDENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-01 |
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