Inactive

Jonathan Bailey

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Current Employers

Wealthcrossing

1001 Haxall Point Suite 705, Richmond, VA 23219 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-11-09
VA	RA	APPROVED	2019-01-22

TX RA
APPROVED

Since 2020-11-09
VA RA
APPROVED

Since 2019-01-22

Branch Locations

1001 Haxall Point Suite 705, Richmond, VA 23219 • 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

Organization	City	State	From	To
Heritage Wealth Advisors	Richmond	VA	09/2015	11/2018
Sbk Financial, Inc.	Richmond	VA	01/2019	Present

09/2015 → 11/2018

Heritage Wealth Advisors

Richmond, VA
01/2019 → Present

Sbk Financial, Inc.

Richmond, VA

Designations

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT

WEALTHCARE CAPITAL MANAGEMENT LLC

WEST TOWER GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

UBS FINANCIAL SERVICES INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR

GABRIEL CHRISTOPHER HOFFMAN

RAYMOND ZSOLT KANYO

KEVIN LAURENCE LONDON

CHRISTOPHER HARRISON HESSENFLOW

EDWARD GARRETT WIRWILLE

JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA

WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA

WEST TOWER GROUP, LLC · RICHMOND, VA

WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA

AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA

WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA

CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA

UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

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