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Katherine Shelton Fonville

Covenant Wealth Advisors

Richmond, VA

Richmond, VA

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Current Employers
Covenant Wealth Advisors

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-02-26
VA RA APPROVED 2010-10-25
  • TX RA
    APPROVED_RES
    Since 2018-02-26
  • VA RA
    APPROVED
    Since 2010-10-25

Branch Locations

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States

8001 Franklin Farms Drive Suite 208, Richmond, VA 23229 • 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
Fonville Wealth Management Llc (155221) Richmond VA 10/2010 Present
  • 10/2010 → Present
    Fonville Wealth Management Llc (155221)
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-08
S63 Uniform Securities Agent State Law Examination 2004-11-22
  • S66 Uniform Combined State Law Examination
    2005-12-08
  • S63 Uniform Securities Agent State Law Examination
    2004-11-22
Other Names
  • Katherine Shelton
  • Katherine Leeann Shelton
  • Katherine Shelton Fonville
  • Katherine Fonville

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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