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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
| IL | RA | APPROVED | 2017-01-19 |
Branch Locations
1780 Hughes Landing Blvd Suite 475, The Woodlands, TX 77380 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | Chicago | IL | 08/2016 | 07/2022 |
| National Asset Management | Chicago | IL | 01/2017 | 01/2023 |
| B. Riley Wealth Management | Woodland | TX | 07/2022 | Present |
| B. Riley Wealth Advisors, Inc. | Woodland | TX | 01/2023 | Present |
1. B. RILEY WEALTH INSURANCE; INVESTMENT-RELATED; SAME ADDRESS AS BRWM; INSURANCE AGENT; START DATE: 08/2016; 5 HRS/MONTH, 5 HRS/MONTH DURING TRADING HOURS; LIFE/HEALTH INSURANCE SALES... 2. JBT WEALTH MANAGEMENT; INVESTMENT- RELATED; SA,ME ADDRESS AS BRWM; DBA FOR FINANCIAL SECURITIES BUSINESS CONDUCTED THROUGH B. RILEY WEALTH MANAGEMENT; START DATE 11/2023. 40 HOURS / WEEK DEVOTED DURING SECURITIES TRADING HOURS... 3. APARTMENT RENTAL PROPERTY; INVESTMENT-RELATED; START DATE 10/2025; INHERITED RENTAL PROPERTY; OWNER; 0 HRS/MONTH DEVOTED DURING SECURITIES TRADING HRS...
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-11 |
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