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Campbell Deegan Financial CRD 293020
$745M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8730 Stony Point Parkway Suite 100, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-02 |
| VA | RA | APPROVED | 2018-05-07 |
Branch Locations
8730 Stony Point Pkwy Suite 100, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 11/1998 | 02/2017 |
| Bank Of America, N.A. | Richmond | VA | 09/2009 | 02/2017 |
| Campbell Deegan Financial, Llc | Richmond | VA | 02/2017 | 04/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 02/2017 | 07/2021 |
| Campbell Deegan Wealth Management, Llc | Richmond | VA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-31 |
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