Best Investors Account Sign in
Inactive

James Albert Sexton

Piedmont Wealth Advisory

Reston, VA

Claim This Profile
Current Employers
Piedmont Wealth Advisory

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-25
  • VA RA
    APPROVED
    Since 2024-11-25

Branch Locations

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 • 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
OrganizationCityStateFromTo
Vanguard Marketing Corporation Charlotte NC 09/2013 02/2017
Hayden Royal Herndon VA 03/2017 01/2019
Niagara International Capital Limited Herndon VA 03/2017 12/2017
Oakmont Wealth Advisory, Llc Reston VA 01/2019 12/2024
Oak Barrel Wealth Advisory Llc Reston VA 11/2024 Present
  • 09/2013 → 02/2017
    Vanguard Marketing Corporation
    Charlotte, NC
  • 03/2017 → 01/2019
    Hayden Royal
    Herndon, VA
  • 03/2017 → 12/2017
    Niagara International Capital Limited
    Herndon, VA
  • 01/2019 → 12/2024
    Oakmont Wealth Advisory, Llc
    Reston, VA
  • 11/2024 → Present
    Oak Barrel Wealth Advisory Llc
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-25
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25
Designations
Other Names
  • Jamie Sexton

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor