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2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-15 |
| IL | RA | APPROVED | 2010-12-16 |
Branch Locations
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
Hampshire, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smb Advisors Llc | Northbrook | IL | 12/2008 | Present |
| Wealthcare Capital Management Llc | Raleigh | NC | 12/2010 | Present |
FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT - ADVISORY BOARD MEMBER, THE FIRM IS A TECHNOLOGY FIRM AND IS INVESTMENT RELATED. 600 EAST MAIN STREET, STE. 1240 RICHMOND, VA 23219, STARTED 8/09, I SPEND 2 HOURS A MONTH ON ACTIVITIES, MY POSITION ON THE BOARD IS TO SERVE ON AN ADVISORY CAPACITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-20 |
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