Best Investors Account Sign in
Inactive

Aidan Banner

Covenant Wealth Advisors

Richmond, VA

Claim This Profile
Current Employers
Covenant Wealth Advisors

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-03
  • VA RA
    APPROVED
    Since 2025-01-03

Branch Locations

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • 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
Boyd Watterson Asset Management, Llc Cleveland OH 07/2022 07/2024
Covenant Wealth Advisors Richmond VA 08/2024 Present
First Watch Restaurants, Inc Columbus OH 09/2021 06/2022
Swenson's Drive-In Restaurants Akron OH 07/2019 08/2021
Marc Glassman Inc. Stow OH 02/2018 08/2018
Unemployed Stow OH 09/2018 06/2019
Lcp Enterprises, Llc Hudson OH 08/2016 04/2017
Unemployed Stow OH 05/2017 01/2018
Stow-Munroe Falls High School Stow OH 08/2014 05/2018
  • 07/2022 → 07/2024
    Boyd Watterson Asset Management, Llc
    Cleveland, OH
  • 08/2024 → Present
    Covenant Wealth Advisors
    Richmond, VA
  • 09/2021 → 06/2022
    First Watch Restaurants, Inc
    Columbus, OH
  • 07/2019 → 08/2021
    Swenson's Drive-In Restaurants
    Akron, OH
  • 02/2018 → 08/2018
    Marc Glassman Inc.
    Stow, OH
  • 09/2018 → 06/2019
    Unemployed
    Stow, OH
  • 08/2016 → 04/2017
    Lcp Enterprises, Llc
    Hudson, OH
  • 05/2017 → 01/2018
    Unemployed
    Stow, OH
  • 08/2014 → 05/2018
    Stow-Munroe Falls High School
    Stow, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-06
  • S65 Uniform Investment Adviser Law Examination
    2024-12-06

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
AUDREY SANDERS
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor