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Mitchell Harris Law

Arrow Wealth Advisors

Lynchburg, VA

San Antonio, TX

CRD 7995558

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Employer firm

Arrow Wealth Advisors CRD 290853

$121M 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
Arrow Wealth Advisors

828 Main St Fl 11, Ste 1101, Lynchburg, VA 24504 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-29
  • TX RA
    APPROVED
    Since 2024-10-29

Branch Locations

828 Main St Fl 11, Ste 1101, Lynchburg, VA 24504 • United States

400 N Loop 1604 E, San Antonio, TX 78232 • 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
Arrow Wealth Advisors San Antonio TX 10/2024 Present
Brigham Young University Rexburg ID 09/2019 07/2024
Arrow Wealth Advisors San Antonio TX 05/2023 07/2024
Church Of Jesus Christlatter-Day Saints Eugene OR 08/2017 08/2019
Clover Hill High School Midlothian VA 09/2013 08/2017
  • 10/2024 → Present
    San Antonio, TX
  • 09/2019 → 07/2024
    Brigham Young University
    Rexburg, ID
  • 05/2023 → 07/2024
    San Antonio, TX
  • 08/2017 → 08/2019
    Church Of Jesus Christlatter-Day Saints
    Eugene, OR
  • 09/2013 → 08/2017
    Clover Hill High School
    Midlothian, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-28
  • S65 Uniform Investment Adviser Law Examination
    2023-12-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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