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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-22 |
| VA | RA | APPROVED | 2024-05-01 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
201 E Main Street Suite 100 [Satellite], Abingdon, VA 24210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bi Investments, Llc | Glen Allen | VA | 05/2006 | 05/2024 |
| Infinex Investments, Inc. | Pounding Mill | VA | 06/2008 | 05/2024 |
| Trupoint Bank | Lebanon | VA | 05/2006 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Abingdon | VA | 05/2024 | Present |
BOYD GPD, LLC; INV RELATED; BRISTOL, TN; 90% OWNERSHIP; START DATE 05/06/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING ; FORMED TO SELL A % TO A LLC MICHAEL BOYD WEALTH MANAGEMENT, LLC; INV RELATED; BRISTOL,TN; WEALTH MANAGEMENT;100% OWNERSHIP; START DATE: 05/01/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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