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Walter Taylor Jessee

Impact Financial, LLC

Henrico, VA

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Current Employers
Impact Financial, Llc

Henrico, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-18
VA RA APPROVED 2022-11-09
  • TX RA
    APPROVED
    Since 2024-09-18
  • VA RA
    APPROVED
    Since 2022-11-09

Branch Locations

Henrico, VA • 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
Morgan Stanley Richmond VA 06/2016 06/2017
Morgan Stanley Charlottesville VA 06/2017 09/2018
Taylor Hoffman Wealth Management, Llc Richmond VA 09/2018 11/2022
Impact Financial, Llc Henrico VA 08/2022 Present
Previous Registrations
  • 2018-09-25 → 2022-11-09
    Taylor Hoffman Wealth Management, Llc
    Richmond, VA
    Richmond, VA
  • 2016-08-24 → 2018-09-21
    Morgan Stanley
    Richmond, VA
    Charlottesville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-24
  • S66 Uniform Combined State Law Examination
    2016-08-24
Designations

View on SEC IAPD

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