Best Investors Account Sign in
Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-12-09
  • VA RA
    APPROVED
    Since 2020-12-09

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Mechanicsville, 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
Wealthcare Capital Management, Llc Mechanicsville VA 12/2020 Present
Performance Physical Therapy Mechanicsville VA 12/2009 Present
Previous Registrations
  • 2007-06-19 → 2010-12-01
    Quantitative Advantage, Llc
    Minnetonka, MN
  • 2004-12-06 → 2005-11-14
    Bi Investments, Llc
    Mechanicsville, VA
  • 2002-03-01 → 2002-12-31
    First Market Advisors, Inc.
    Richmond, VA
Other Businesses

1. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2. Performance Physical Therapy, Mechanicsville, VA; Non-Investment related; Owner since 12/2009.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-29
S66 Uniform Combined State Law Examination 2002-02-06
S63 Uniform Securities Agent State Law Examination 1997-12-01
  • S65 Uniform Investment Adviser Law Examination
    2020-09-29
  • S66 Uniform Combined State Law Examination
    2002-02-06
  • S63 Uniform Securities Agent State Law Examination
    1997-12-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor