Benjamin Stephen Beverly

Current Employers

Employment History

• 03/2011 → Present
  Capital Cities Investments
  Richmond, VA
• 03/2011 → 11/2023
  Triad Advisors Llc
  Norcross, GA
• 11/2023 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2008-04-28 → 2011-03-23
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Glen Allen, VA

Other Businesses

1) Capital Cities Investments,Is Investment Related,"8100 Three Chopt Rd, suite 104, Richmond, VA, 23229, United States",financial planning,investment advisor,2011-03-01,120 hours per month,120 hours per month during trading hours,Fee Based Compensation,investment advisory services and financial planning 2) Benjamin SBeverly,Is Not Investment Related,"8100 Three Chopt Rd, suite 104, Richmond, VA, 23229, United States",insurance,insurance agent,2011-03-01,5 hours per month,5hours per month during trading hours,Commission Compensation,"life, long term care sales and service" 3) Trices Lake Inc,Is Not Investment Related, PO Box 65Cartersville, VA 23027,volunteer,Board Member,2022-02-01,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,Home OwnersAssociation board of directors volunteer member. Attend monthly meetings to discuss community needs and concerns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-25
• S63 Uniform Securities Agent State Law Examination
  2008-04-09

Other Names

• Benjamin Beverly
• Ben Beverly
• Benjamin Beverly