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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-02 |
Branch Locations
3900 Wetserre Pkwy Suite 300, Richmond, VA 23233 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burgess Wealth Advisory | Richmond | VA | 01/2015 | 12/2025 |
| Compass Financial Management Llc | Richmond | VA | 01/2026 | Present |
J M Burgess Corp. DBA Burgess Wealth Advisory President/Owner 100% Shareholder 1008 Broad Street Road Manakin-Sabot, VA 23103 S-Corp
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-15 |
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