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1511 Enterprise Drive Second Floor, Lynchburg, VA 24502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-23 |
| VA | RA | APPROVED | 2016-07-05 |
Branch Locations
1511 Enterprise Drive Second Floor, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lynchburg Wealth Management, Llc | Lynchburg | VA | 06/2016 | Present |
(1) 2013-Present: Independence Bedford LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//(2) 2013-Present: Lovingston Main LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//(3) 2013-Present: Homestead Investors LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//(4) 2013-Present: Monroe Development LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
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