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2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-20 |
Branch Locations
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Elite Investment Team, Llc | San Diego | CA | 04/2019 | 01/2021 |
| Self Employed | North Chesterfield | VA | 08/2010 | Present |
| Wealthcare Capital Management Llc | Richmond | VA | 07/2021 | Present |
1)FINANCIAL CONSULTANTS OF EASTERN VA, INC. (DBA, S-CORP); PASSIVE OWNER; NO TIME SPENT; 100% OWNERSHIP; TERM BEGAN 04/07/2010; TERM EXPIRES 08/07/2010; NO COMP 2) Roberts-Funai Insurance Agency, investment related, North Chesterfield, VA, Insurance Agency, Insurance Agent, Start Date 1990, ), approximately 5 hours/month, all during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-20 |
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