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1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2013-04-26 |
Branch Locations
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Selective Wealth Management, Inc. | Lynchburg | VA | 07/2012 | 12/2016 |
| Selective Wealth Management, Inc. | Forest | VA | 01/2017 | Present |
| Selective Wealth Management, Inc. | Forest | VA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-15 |
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