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James Snader Replogle

J.S. Replogle & Associates LLC

Bridgewater, VA

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Current Employers
J.S. Replogle & Associates Llc

Bridgewater, VA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-05-07
VA RA APPROVED 2003-06-23
  • FL RA
    APPROVED
    Since 2018-05-07
  • VA RA
    APPROVED
    Since 2003-06-23

Branch Locations

Bridgewater, 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
J.S. Replogle & Associates Bridgewater VA 01/2002 Present
  • 01/2002 → Present
    J.S. Replogle & Associates
    Bridgewater, VA
Other Businesses

FOR OVER 15 YEARS I HAVE HAD A CONSULTING PRACTICE SPECIALIZING IN DEFERRED GIFT PLANNING. SINCE 1998 THAT HAS BEEN NEARLY FULL-TIME AND HAS GROWN TO INCLUDE TRUSTEE WORK WITH CHARITABLE REMAINDER AND LEAD TRUSTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-20
  • S65 Uniform Investment Adviser Law Examination
    2003-06-20
Other Names
  • Jim Replogle
  • Jimmy Replogle
  • Jr Replogle

View on SEC IAPD

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