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Wesley Scot Kabance

Toth Financial Advisory Corp

Leesburg, VA

CRD 2111809

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Employer firm

Toth Financial Advisory Corp CRD 104952

$1.15B regulatory AUM 655 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Toth Financial Advisory Corp

608 South King Street Suite 300, Leesburg, VA 20175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-05-29
  • VA RA
    APPROVED
    Since 2019-05-29

Branch Locations

608 South King Street Suite 300, Leesburg, VA 20175 • 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
American Century Investment Services Inc. Kansas City MO 10/1990 10/2018
Toth Financial Advisory Corporation Leesburg VA 01/2019 Present
  • 10/1990 → 10/2018
    American Century Investment Services Inc.
    Kansas City, MO
  • 01/2019 → Present
    Toth Financial Advisory Corporation
    Leesburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-29
S63 Uniform Securities Agent State Law Examination 1994-05-13
  • S65 Uniform Investment Adviser Law Examination
    2019-05-29
  • S63 Uniform Securities Agent State Law Examination
    1994-05-13

View on SEC IAPD

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