William Anderson Pusey

Current Employers

Crossgrain Family Investments, Llc

Henrico, VA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-03
VA	RA	APPROVED	2022-02-03

TX RA
APPROVED_RES

Since 2024-01-03
VA RA
APPROVED

Since 2022-02-03

Branch Locations

Henrico, 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

Organization	City	State	From	To
Keel Point, Llc	Vienna	VA	01/2015	03/2019
Keel Point Capital, Llc	Vienna	VA	01/2015	03/2019
Kimble Advisory Llc	Richmond	VA	04/2019	12/2021
Crossgrain Family Investments, Llc	Henrico	VA	01/2022	Present

01/2015 → 03/2019

Keel Point, Llc

Vienna, VA
01/2015 → 03/2019

Keel Point Capital, Llc

Vienna, VA
04/2019 → 12/2021

Kimble Advisory Llc

Richmond, VA
01/2022 → Present

Crossgrain Family Investments, Llc

Henrico, VA

Previous Registrations

2019-04-01 → 2022-02-10

Kimble Advisory, Llc

Richmond, VA
2015-01-08 → 2019-04-01

Keel Point, Llc

Vienna, VA

Huntsville, AL
2013-07-22 → 2014-12-31

Keel Point Advisors, Llc

Vienna, VA

Other Businesses

1.) VELPAR INVESTMENTS, INC., TREASURER, SECRETARY, FAMILY INVESTMENT COMPANY, 12450 Walnut Hill Dr., Rockville, VA 23146 - 2002 TO PRESENT APPX 5 2.) JAMES RIVER INVESTMENT, CO. VP,SECRETARY, FAMILY REAL ESTATE COMPANY, PO Box 8446, RICHMOND, VA 23226, 2002 TO PRESENT, 1 HR 3.) PAUL H PUSEY FOUNDATION, BOARD MEMBER, FAMILY FOUNDATION, PO BOX 15061, Sarasota, FL 34277. 2013 TO PRESENT, 1HR.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-22

S65 Uniform Investment Adviser Law Examination

2013-07-22

Other Names

William Pusey

View on SEC IAPD