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Current Employers
Graham Capital Wealth Management, Llc

1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-12-26
FL RA APPROVED 2024-12-26
  • DC RA
    APPROVED
    Since 2024-12-26
  • FL RA
    APPROVED
    Since 2024-12-26

Branch Locations

1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Graham Capital Wealth Management Washington DC 12/2015 Present
Graham Capital Inc. Tampa FL 03/2016 03/2019
Graham Capital Advisors Llc Tampa FL 03/2019 Present
  • 12/2015 → Present
    Graham Capital Wealth Management
    Washington, DC
  • 03/2016 → 03/2019
    Graham Capital Inc.
    Tampa, FL
  • 03/2019 → Present
    Graham Capital Advisors Llc
    Tampa, FL
Other Businesses

Graham Capital Advisors LLC, 4950 W. Kennedy Blvd, Suite 101 Tampa, FL 33609, Insurance-focused and estate planning firm, President, Start date: 03/2012, 80 hours per month will be dedicated to this business inside and outside of trading hours. I provide management support of employees, technology, and accounting functions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-29
  • S65 Uniform Investment Adviser Law Examination
    2015-12-29

View on SEC IAPD

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