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Nelson Martin Eason Bonney Reveley

Alpha Omega Wealth Management, LLC

Richmond, VA

CRD 7325864

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Employer firm

Alpha Omega Wealth Management, LLC CRD 149842

$1.02B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Alpha Omega Wealth Management, Llc

7202 Glen Forest Drive Suite 300, Richmond, VA 23226 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-13
VA RA APPROVED 2021-04-15
  • TX RA
    APPROVED
    Since 2023-03-13
  • VA RA
    APPROVED
    Since 2021-04-15

Branch Locations

7202 Glen Forest Drive Suite 300, Richmond, VA 23226 • 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
University Of Virginia Charlottesville VA 08/2011 12/2017
Thriving Cities Group Richmond VA 11/2016 12/2018
Union Presbyterian Seminary & Randolph Macon College Richmond VA 01/2019 04/2019
Virginia Center For Inclusive Communities Richmond VA 09/2019 02/2021
Rva Rapid Transit Richmond VA 08/2020 12/2021
Alpha Omega Investment Advisors Richmond VA 10/2020 Present
Unemployed Richmond VA 05/2019 08/2019
  • 08/2011 → 12/2017
    University Of Virginia
    Charlottesville, VA
  • 11/2016 → 12/2018
    Thriving Cities Group
    Richmond, VA
  • 01/2019 → 04/2019
    Union Presbyterian Seminary & Randolph Macon College
    Richmond, VA
  • 09/2019 → 02/2021
    Virginia Center For Inclusive Communities
    Richmond, VA
  • 08/2020 → 12/2021
    Rva Rapid Transit
    Richmond, VA
  • 10/2020 → Present
    Alpha Omega Investment Advisors
    Richmond, VA
  • 05/2019 → 08/2019
    Unemployed
    Richmond, VA
Other Businesses

Union Presbyterian Seminary; not investment-related; 3401 Brook Rd, Richmond, VA 23227; education; Adjunct Assistant Professor of Theological Ethics; started 09/2022; approximately 35 hours per month, 0 hours during securities trading hours; teaching an asynchronous online course; -Urban Hope (Board Member) 501c3; Address: PO Box 23171 Richmond, VA 23223; Board Member since: Jan 2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-15
  • S65 Uniform Investment Adviser Law Examination
    2021-04-15

View on SEC IAPD

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