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Inactive

James L. Spickard

Advanta Wealth Management

Lynchburg, VA

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Current Employers
Advanta Wealth Management

828 Main St Suite 1803, Lynchburg, VA 24504 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-05
VA RA APPROVED 2023-08-08
  • NC RA
    APPROVED
    Since 2024-08-05
  • VA RA
    APPROVED
    Since 2023-08-08

Branch Locations

828 Main St Suite 1803, Lynchburg, VA 24504 • 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
Bb&T Investment Services Lynchburg VA 03/2011 05/2019
The Blackwater Group, Practice Of Ameriprise Financial Forest VA 05/2014 03/2022
Selective Wealth Management, Inc. Forest VA 03/2022 Present
Je Spickard, Llc Dba Advanta Wealth Management Lynchburg VA 08/2023 Present
  • 03/2011 → 05/2019
    Bb&T Investment Services
    Lynchburg, VA
  • 05/2014 → 03/2022
    The Blackwater Group, Practice Of Ameriprise Financial
    Forest, VA
  • 03/2022 → Present
    Selective Wealth Management, Inc.
    Forest, VA
  • 08/2023 → Present
    Je Spickard, Llc Dba Advanta Wealth Management
    Lynchburg, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-04
S63 Uniform Securities Agent State Law Examination 2011-02-19
S66 Uniform Combined State Law Examination 2005-06-10
  • S65 Uniform Investment Adviser Law Examination
    2011-03-04
  • S63 Uniform Securities Agent State Law Examination
    2011-02-19
  • S66 Uniform Combined State Law Examination
    2005-06-10
Other Names
  • James L Spickard

View on SEC IAPD

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MONTVUE CAPITAL MANAGEMENT, INC.
BROWN EDWARDS WEALTH STRATEGIES
OSAIC INSTITUTIONS, INC.

Other Investors

DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL
HOLLY MYERS SALMON
PHILIP EDWARD PAULETTE
Jesse Ford
Abram R Halterman
JASON MICHAEL ALFORD

Other Offices

DAVENPORT & COMPANY LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LYNCHBURG, VA
CAPTRUST · Lynchburg, VA
RAYMOND JAMES & ASSOCIATES, INC. · Lynchburg , VA
MONTVUE CAPITAL MANAGEMENT, INC. · LYNCHBURG, VA
BROWN EDWARDS WEALTH STRATEGIES · LYNCHBURG, VA

More in Lynchburg, VA

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