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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-30 |
Branch Locations
4400 W Hundred Rd, Chester, VA 23831 • United States
3901 Old Buckingham Rd, Powhatan, VA 23139 • United States
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • 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 |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Richmond | VA | 12/2015 | 03/2019 |
| Citizens And Farmers Bank | Midlothian | VA | 04/2019 | 11/2021 |
| Lpl Financial Llc | Midlothian | VA | 04/2019 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2021 | Present |
1)4/1/19- C&F Wealth Management Corporation- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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