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272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-04-03 |
Branch Locations
272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthtrak Advisors, Llc | Virginia Beach | VA | 08/2001 | Present |
| Wealthtrak Capital Management,Llc | Virginia Beach | VA | 01/2012 | Present |
1.)TRACY WHITED; INSURANCE; START DATE:6/1/2009. 2.) WEALTHTRAK CAPITAL MANAGEMENT;DBA PARTNER/IAR; REGISTERED INVESTMENT ADVISOR; START DATE 01/05/2012; 40 HRS. PER MONTH. 3.) WEALTHTRAK ADVISORS, LLC;SENIOR PARTNER; DBA; START DATE 01/15/2013; 160 HRS. PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-06 |
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