Edward Joe Sallee

Employer firm

Bay Capital Advisors, LLC CRD 140796

$228M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• PROJECT BASED CONSULTING; INVESTMENT ANALYSIS AND CORPORATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2016
  Proequities, Inc
  Virginia Beach, VA
• 05/1990 → Present
  U.S. Navy
  Norfolk, VA

Previous Registrations

• 2015-02-23 → 2016-12-05
  Concourse Financial Group Securities, Inc.
  Virginia Beach, VA
  Sugar Land, TX
  Virginia Beach, VA

Other Businesses

1)U.S. NAVY; NON-INVESTMENT RELATED; 7958 BLAND RD, NORFOLK,VA 23551, MILITARY SERVICE; CAPTAIN; 05/1990; 160 HRS; 160 HRS; OFFICER IN NAVY. 2)MNJ BUSINESS SERVICES, LLC; 2792 PLEASANT ACRES DR, VIRGINIA BEACH, VA 23453; BUSINESS EXPENSE REDUCTION CONSULTING; PRESIDENT; 04/2014; 25 HRS; 15 HRS; IM AN INDEPENDENT CONTRACTOR THAT FACILITATES ACCESS BY BUSINESS TO VENDORS THAT CAN REDUCE COST IN UTILITIES, WIRELESS AND SHIPPING. ONE POINT CONSULTING, LLC POSITION: PRESIDENT NATURE: EXPENSE REDUCTION CONSULTING INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2015 ADDRESS: 2792 PLEASANT ACRES DR., VIRGINIA BEACH VA 23453 DESCRIPTION: I AM A BUSINESS CONSULTANT THAT ASSISTS BUSINESSES IN REDUCING THEIR EXPENSES. COURT APPOINTED SPECIAL ADVOCATES POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2015 ADDRESS: 2425 Nimmo Pwky, Virginia Beach VA 23456 DESCRIPTION: Board member for non-profit. Board assists with directing and advising court appointed special advocate program in Virginia Beach. CHRISTOPHER FARMS HOA POSITION: VP NATURE: HOA duties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2015 ADDRESS: 860 Greenbrier Circle 302, Chesapeake VA 23320 DESCRIPTION: HOA that monitors property management for the sub-division in which I live 1ST PRECINCT COMMUNITY ADVISORY COMMITTEE POSITION: 2nd VP NATURE: Police and community advisory committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2015 ADDRESS: 2425 Nimmo Pkwy Bldg 19, Virginia Beach VA 23456 DESCRIPTION: Discuss community issues with local police and city departments. PATRIOT STRATEGIC INVESTMENTS POSITION: President/Financial Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/17/2015 ADDRESS: 2792 Pleasant Acres Dr., Virginia Beach VA 23453 DESCRIPTION: Financial planning, insurance, investment advice

Exams

• S66 Uniform Combined State Law Examination
  2015-02-23

Designations

• Certified Financial Planner

Other Names

• Edward Sallee