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800 W Riverview Drive, Suffolk, VA 23434 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | Virginia Beach | VA | 01/2020 | 04/2025 |
| The Gartman Letter L.C. | Suffolk | VA | 05/2004 | 12/2019 |
| River Crescent Advisors, Llc | Suffolk | VA | 04/2025 | Present |
1) Nansemond-Suffolk Academy Board of Trustees; Not investment-related; 3373 Pruden Blvd, Suffolk, VA 23434; Independent School; Board Member; 07/01/2024; 3 hours per month; 0 during trading hours; Provide strategic vision, mission, and policies for the school 2) River Crescent Holdings LLC; Not investment-related; Home address; Holding company; Owner; 11/5/2024; 5 hours per month; 0 during trading hours; Owner and manager of the holding company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-10 |
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