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Megan Weldon Waters

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 2021-11-17
VA RA APPROVED 2021-11-17
  • TX RA
    APPROVED
    Since 2021-11-17
  • VA RA
    APPROVED
    Since 2021-11-17

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
Ubs Financial Services Inc. Richmond VA 08/2015 01/2021
Covenant Wealth Advisors Williamsburg VA 11/2021 05/2023
Ubs Financial Services Inc. Richmond VA 01/2021 04/2021
Ubs Financial Services Inc. Richmond VA 04/2021 10/2021
Covenant Wealth Advisors Williamsburg VA 05/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-19
  • S66 Uniform Combined State Law Examination
    2008-05-19
Designations
Other Names
  • Megan Weldon
  • Megan Shay Weldon

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

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

More in Richmond, VA

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