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1021 East Cary Street Suite 2100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-06-10 |
Branch Locations
1021 East Cary Street Suite 2100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Richmond | VA | 09/2008 | 10/2017 |
| Morgan Stanley Smith Barney | Richmond | VA | 06/2009 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 10/2017 | Present |
| Taylor Hoffman Wealth Management | Richmond | VA | 10/2017 | Present |
1. Taylor Hoffman Wealth Management. Investment Related. 1802 Bayberry Court, Suite 101, Richmond, VA 23238. RIA. CEO. 10/2017. 160 Hrs/Mo; All During Trading Hours. CEO - Management, Portfolio Management, and Financial Advice. 2. NOAH PROPERTIES. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 01/2010. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 3. EAST GRACE STREET PROPERTIES. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 05/2010. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 4. GRACE STREET CAPITAL MANAGEMENT. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 10/2009. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 5. BOAZ PROPERTIES. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 01/2010. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 6. JAMES MONROE MEMORIAL FOUNDATION. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. NON-PROFIT FOUNDATION TO HONOR LEGACY OF 5TH PRESIDENT JAMES MONROE. DIRECTOR AND TREASURER. 07/1999. 1 HR/MO; 0 DURING TRADING HOURS. SERVICE ON THE BOARD OF DIRECTORS FOR THE FOUNDATION AND THE TREASURER WITH RESPONSIBILITY FOR RECEIPT OF DONATIONS AND PAYMENT OF BILLS. 7. RIVERLAKE COLONY HOA. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. HOMEOWNERS ASSOCIATION. President-10/15/201-5 HR/MO; 0 DURING TRADING HOURS. I Will be responsible for the association of our neighborhood. 8. TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC. INVESTMENT RELATED. 1802 BAYBERRY COURT, SUITE 101, RICHMOND, VA 23238. WEALTH MANAGEMENT. MANAGING PARTNER. START 4/1/2019. 1 HR/MONTH 1 DURING TRADING. LLC IS GENERAL PARTNER FOR ARRINGTON FUND LP WHICH IS 100% OWNED BY BRANDON TAYLOR AND WHICH IS NOT BEING OFFERED TO INVESTORS AS OF THE DATE OF THIS FILING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
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