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John Andrew Hopkins

Swift Creek Wealth Management

Moseley, VA

CRD 3114167

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Employer firm

Swift Creek Wealth Management CRD 300260

$6.03M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Swift Creek Wealth Management

Moseley, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-04-05
  • VA RA
    APPROVED
    Since 2019-04-05

Branch Locations

Moseley, 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
Swift Creek Wealth Management Llc Moseley VA 03/2019 Present
Summit Financial Planning Glen Allen VA 12/2012 03/2019
  • 03/2019 → Present
    Swift Creek Wealth Management Llc
    Moseley, VA
  • 12/2012 → 03/2019
    Summit Financial Planning
    Glen Allen, VA
Previous Registrations
  • 2013-07-25 → 2019-03-25
    Summit Financial Partners, Inc.
    Glen Allen, VA
  • 2012-08-06 → 2012-12-04
    Securian Financial Services, Inc.
    Midlothian, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-20
  • S66 Uniform Combined State Law Examination
    2012-07-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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