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360 Wealth Consultants, LLC CRD 310154
$16.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1017 2Nd St Sw, Roanoke, VA 24016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 360 Financial Solutions, Llc | Roanoke | VA | 04/2016 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2016 | 05/2019 |
| Ohio National Financial Services | Cincinnati | OH | 09/2015 | 05/2019 |
| Lpl Financial, Llc | Roanoke | VA | 05/2019 | 12/2019 |
| Colonial River Investments | Roanoke | VA | 04/2019 | 12/2019 |
| Level Four Advisory Services | Plano | TX | 12/2019 | 07/2020 |
| 360 Wealth Consultants, Llc | Roanoke | VA | 12/2020 | Present |
| 360 Tax Solutions, Llc | Roanoke | VA | 09/2017 | Present |
| 360 Wealth Solutions, Llc | Roanoke | VA | 08/2020 | Present |
1. 360 FINANCIAL SOLUTIONS, LLC - INVESTMENT RELATED - OWNER/INSURANCE AGENT - ROANOKE, VA - SINCE: 04/2016 - SPENDS 20 HRS/MONTH - INSURANCE SALES FIXED INSURANCE. 2. 360 TAX SOLUTIONS, LLC - INVESTMENT RELATED - OWNER/ACCOUNTANT/CPA - ROANOKE, VA - SINCE: 05/2019 - SPENDS 40 HRS/MONTH - TAX PREP SERVICES, ACCOUNTING. 3. No business name - Non Investment related - Roanoke VA 24012 - Real Estate Rental - start date:05/15/2019 - 2 hrs/mo - 0 hrs during trading. 4. 360 WEALTH SOLUTIONS, LLC - INVESTMENT RELATED - MANAGING MEMBER - ROANOKE, VA - SINCE 08/2020 - SPENDS 40 HRS/MONTH - TAX AND INVESTMENT CONCERNS FOR BUSINESS OWNERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-12 |
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