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272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-04-02 |
| TX | RA | APPROVED_RES | 2012-01-25 |
Branch Locations
272 Bendix Road Suite 130, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthtrak Advisors, Llc | Virginia Beach | VA | 08/1994 | Present |
| Wealthtrak Capital Management, Llc. | Virginia Beach | VA | 01/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2014 | Present |
1) WEALTHTRAK ADVISORS, LLC IS THE DBA FOR WEALTHTRAK CAPITAL MANAGEMENT, LLC. RIA. INVESTMENT RELATED. AT REGISTERED LOCATION. MANAGING PARTNER. 08/1994. 160 HRS/MO. 2) INSURANCE AGENT. FIXED INSURANCE BUISNESS. VARIOUS CARRIERS. SELL INSURANCE PRODUCTS. 3) WEALTHTRAK INSURANCE SERVICES, LLC; INVESTMENT RELATED; AT REGISTERED LOCATION; WEALTHTRAK INSURANCE SERVICES, LLC; PRESIDENT/OWNER; 7/2018; 10 HOURS/MONTH; 10 HOURS/MONTH DURING SECURITIES HOURS; PRODUCER AND OVERSEE GENERAL OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-25 |
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