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2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2014-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Capital Management Inc. | Kennebunk | ME | 12/2003 | Present |
| Uptiq | North Andover | MA | 05/2000 | Present |
NAME: UPTIQ (NOT INVESTMENT-RELATED) ADDRESS: 235 BLUE RIDGE RD, NORTH ANDOVER, MA 01845 NATURE: CONSULTING TO BUSINESSES AND THEIR OWNERS POSITION: PRESIDENT - STARTED BUSINESS IN 2000 HOURS: 80/MONTH (4 HOURS PER DAY) DUTIES: EXECUTIVE CONSULTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-27 |
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