Best Investors Account Sign in
Inactive

Samuel Carter Harris

Patina Wealth

Crozet, VA

Claim This Profile
Current Employers
Patina Wealth

Crozet, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-05-25
TX RA APPROVED_RES 2016-05-18
  • VA RA
    APPROVED
    Since 2016-05-25
  • TX RA
    APPROVED_RES
    Since 2016-05-18

Branch Locations

Crozet, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Piedmont Financial Llc Crozet VA 03/2016 05/2017
Patina Wealth Llc Dba Patina Wealth Fka Piedmont Financial, Llc Crozet VA 05/2017 Present
  • 03/2016 → 05/2017
    Piedmont Financial Llc
    Crozet, VA
  • 05/2017 → Present
    Patina Wealth Llc Dba Patina Wealth Fka Piedmont Financial, Llc
    Crozet, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-22
  • S65 Uniform Investment Adviser Law Examination
    2016-03-22

View on SEC IAPD

More in Crozet, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor