Edward Lee Wetherell

Current Employers

Employment History

• 04/1992 → Present
  Capitol Securities Management, Inc.
  Mclean, VA
• 05/1996 → Present
  #Ia Capitol Securities Management, Inc.
  Mclean, VA
• 09/2001 → Present
  Investment Properties
  Leesburg, VA
• 09/2001 → Present
  28 West Market Street Llc
  Leesburg, VA

Other Businesses

1) Doing Business As: VIRGINIA MANAGED INVESTMENTS, INC. Investment-related: Yes Address: 28 W MARKET ST LEESBURG, VA 20176 2) Name of Business: GLOBAL POLISHING SYSTEMS, LLC Investment-related: NO Address: 2 Wirt St NW, Leesburg, VA 20176 Nature of the other business: provide advice to managing partner OBA manufactures Position, title, or relationship with the other business: limited partner Start date: 8/2010 ongoing Approx# of hours/month you devote to the other business: 12-20 Approx# of hours/month you devote to the other business during securities trading hours: less than 4 Describe your duties relating to the other business: provide business advice to managing partner 3) Name of Business: Investment Properties Investment-related: Yes Address: 301 LAKE VIEW WAY NW LEESBURG, VA 20176 Nature of the other business: Owns several investment properties - 5 condos, 4 multi-family properties representing 26 individual units and a 50% interest in one commercial office townhouse Position, title, or relationship with the other business: owner/investor Start date: 09/01/2001 Approx# of hours/month you devote to the other business: 10 Approx# of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: financially responsible for all properties in the same way that I am for my own personal residence 4) Name of Business: 28 West Market Street LLC Investment-related: yes Address: 28 West Market Street Leesburg, VA 20175 Nature of the other business: ownership of commercial office townhouse Position, title, or relationship with the other business: owner/investor Start date: 09/01/2001 Approx # of hours/month you devote to the other business: 10 Approx #of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: owner and financially responsible 5)"Name of Business: Estate of Dr. Carol Vervain Evans Investment-related: n/a Address: 28 West Market Street Leesburg, VA 20175 Nature of the other business:Estate Position, title, or relationship with the other business: Executor Start date: 5.30.24 Approx # of hours/month you devote to the other business: 40 Approx #of hours/month you devote to the other business during securities trading hours: 8-10 Describe your duties relating to the other business: settling the estate of the decendent, paying all bills, distributing all assets, filing tax returns and reports to court and state of PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-14
• S63 Uniform Securities Agent State Law Examination
  1991-08-08