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828 Main St Suite 1803, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-22 |
| VA | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culpeper Imports, Llc | Culpeper | VA | 09/2016 | 04/2017 |
| Berglund Automotive Group | Lynchburg | VA | 05/2017 | 05/2017 |
| Telephone And Data Systems, Inc | Lynchburg | VA | 05/2017 | 10/2018 |
| Triple C Pizza, Llc | Forest | VA | 05/2018 | 10/2019 |
| Liberty University | Lynchburg | VA | 10/2019 | 10/2021 |
| Primoprint | Huntersville | NC | 10/2021 | 06/2023 |
| Secomea, Inc | Charlotte | NC | 06/2025 | 08/2025 |
| Virginia Furniture Market | Bedford | VA | 08/2025 | 08/2025 |
| Delivery Design, Llc | Forest | VA | 11/2023 | 12/2025 |
| Self-Employed | Forest | VA | 10/2018 | 05/2026 |
| Advanta Wealth Management | Lynchburg | VA | 05/2026 | Present |
Business: Non investment-related, freelance graphic design services Client Type: Non-profit organizations Address: 1355 Helmsdale Drive, Forest, VA 24551 Start date: 10/2018 Approximate hours per month: 10 Approximate hours per month during securities trading hours: 0 Duties: Graphic design services Transistor LLC – Owner; established for receipt of 1099 compensation related solely to investment advisory services performed on behalf of Advanta Wealth Management. The LLC does not provide advisory services to clients independently, does not solicit clients, and conducts no business separate from services performed for the sponsoring firm. Start Date: 07/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
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