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300 E. 2Nd Street, Salem, VA 24153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-12-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellis Financial Group Llc Dba The Ellis Offices | Salem | VA | 12/2015 | Present |
| Ellis Insurance Services Llc | Salem | VA | 10/2015 | Present |
| Wertland Enterprises Llc | Salem | VA | 07/2014 | Present |
1. Ellis Insurance Services LLC Investment related: yes Address: Salem, VA Nature: Insurance Position: Owner/Insurance Agent Start date: 10/2015 Hours: 20/month during securities trading: 5/month Duties: Insurance sales WERTLAND ENTERPRISES, LLC Investment related: yes Address: Salem, VA Nature: Real Estate Holdings Position: Member Start date: 07/2014 Hours: 5/month during securities trading: 0/month Duties: Real Estate holding company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-24 |
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