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11449 Robious Road, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-03 |
| VA | RA | APPROVED | 2023-07-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stack Financial Group | Richmond | VA | 05/1990 | Present |
| National Planning Corporation | Richmond | VA | 09/2011 | 11/2017 |
| Independent Financial Group | Richmond | VA | 10/2017 | Present |
| Cobblestone Asset Management Llc | Richmond | VA | 01/2007 | Present |
| Stack Financial Group | Richmond | VA | 01/1992 | Present |
(1) COBBLESTONE ASSET MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 11449 Robious Road, Richmond, VA 23235 United States DESCRIPTION: DBA for Investment and Retirement Planning (2) STACK FINANCIAL GROUP POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1991 ADDRESS: 9513 Tenbury Court, Midlothian, VA 23112 United States DESCRIPTION: For tax purposes only COBBLESTONE ASSET MANAGEMENT POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 11449 Robious Road, Richmond VA 23235, United States DESCRIPTION: Investment and Retirement Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-28 |
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