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13424 Tipple Point Road, Midlothian, VA 23114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-27 |
Branch Locations
13424 Tipple Point Road, Midlothian, VA 23114 • 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 |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 02/2015 | 07/2019 |
| James River Asset Management, Llc | Midlothian | VA | 02/2012 | 07/2019 |
| James River Wealth Advisors | Midlothian | VA | 07/2019 | 02/2026 |
| Just A Conversation, Llc | Midlothian | VA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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