Inactive

Nevin Kaul

Kirk Capital Advisors LLC

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Current Employers

Kirk Capital Advisors Llc

8229 Boone Blvd Suite 300, Vienna, VA 22182 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2024-12-20
VA	RA	APPROVED	2024-04-06

MD RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2024-12-20
VA RA
APPROVED

Since 2024-04-06

Branch Locations

8229 Boone Blvd Suite 300, Vienna, VA 22182 • 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

Organization	City	State	From	To
1St Portfolio, Inc.	Vienna	VA	11/2012	12/2017
Ategra Capital Management, Llc	Vienna	VA	01/2018	04/2024
Kirk Capital Advisors Llc	Fairfax	VA	04/2024	Present

11/2012 → 12/2017

1St Portfolio, Inc.

Vienna, VA
01/2018 → 04/2024

Ategra Capital Management, Llc

Vienna, VA
04/2024 → Present

Kirk Capital Advisors Llc

Fairfax, VA

Previous Registrations

2018-01-11 → 2024-04-02

Ategra Capital Management, Llc

Vienna, VA
2015-08-25 → 2018-01-31

1St Portfolio Wealth Advisors

Fairfax, VA
2012-11-05 → 2015-08-25

1St Portfolio Wealth Advisors

Fairfax, VA
2012-01-02 → 2012-10-01

Oppenheimer & Co. Inc.

Washington, DC
2009-06-01 → 2011-05-26

Morgan Stanley

Washington, DC
2005-10-25 → 2009-06-01

Citigroup Global Markets Inc.

Washington, DC

Washington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-10-12

S66 Uniform Combined State Law Examination

2005-10-12

View on SEC IAPD

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BENJAMIN PRUITT MELTON

PETER REISNER SHARPE

STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA

CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA

AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

PNC WEALTH MANAGEMENT LLC · VIENNA, VA

RETIREMENT RESEARCHER, LLC · TYSONS, VA

MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA

ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

ATEGRA CAPITAL MANAGEMENT, LLC · Vienna, VA

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