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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 12/2012 | 07/2018 |
| Qnb Bank | Quakertown | PA | 12/2012 | 07/2018 |
| Lpl Finanical Llc | Quakertown | PA | 07/2018 | 11/2023 |
| B. Riley Wealth Management | Memphis | TN | 11/2023 | Present |
| B. Riley Wealth Advisors | Memphis | TN | 11/2023 | Present |
B. Riley Wealth Insurance; Investment-Related; Same Address as BRWM; Fixed Insurance Sales; Licensed Insurance Agent; Start Date 09/2025; As Many Hours As Needed Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-10 |
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