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920 Libbie Ave. Suite 201, Richmond, VA 23226-2050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-04 |
Branch Locations
920 Libbie Ave. Suite 201, Richmond, VA 23226-2050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowe Brockenbrough & Company Inc | Richmond | VA | 08/2016 | Present |
| Cary Street Partners, Llc | Richmond | VA | 07/2015 | 06/2019 |
| Bengur Bryan & Co., Inc. | Baltimore | MD | 06/2020 | Present |
Walter S. Robertson III is currently registered as a Senior Adviser with Bengur Bryan & Co., Inc. Bengur Bryan is a registered broker dealer that is not affiliated with Lowe Brockenbrough & Co. Inc. From time-to-time, Robertson provides consulting services as an independent contractor, or through Lowe Brockenbrough & Co., for private equity groups, insurance agencies, Banks, or insurance carriers. In most instances, Mr. Robertson's consulting clients compensate him on an hourly basis for his time. If Robertson is asked to provide consulting services to a client of Lowe Brockenbrough & Co. he will disclose the arrangement to both the client and Lowe Brockenbrough & Co. Name of the firm is Cylo, LLC, Richmond, VA 23226. Robertson spends approximately 3 hours monthly with the business of which one hour is during trading hours. Robertson is the Chairman of the Finance Committee for a non-profit organization - American Civil War Museum & Foundation. He has been associated with this organization since 2005 and spends approximately 50 hours annually with the organization not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-07 |
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