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8614 Westwood Center Drive Suite 620, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-11-11 |
Branch Locations
8614 Westwood Center Drive Suite 620, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pactolus Private Wealth Management Llc | Mclean | VA | 08/2014 | Present |
| Pactolus Capital Partners, Llc | Mclean | VA | 06/2015 | Present |
PACTOLUS PRIVATE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED 8614 WESTWOOD CENTER DRIVE VIENNA, VA 22182, INVESTMENT ADVISER CHIEF RISK OFFICER AND CIO 08/2014. 160 HOURS PER MONTH 5 HOURS PER DAY DURING TRADING HOURS DEVOTED TO PPWM. PACTOLUS CAPITAL PARTNERS 8614 WESTWOOD CENTER DRIVE SUITE 620 VIENNA, VA 22182 BROKER DEALER CHIEF RISK OFFICER SINCE 06/2015 INVESTMENT RELATED ACANSA INVESTMENT MANAGEMENT OCIO - ENDOWMENTS AND FOUNDATIONS SINCE 12/01/2021 BOARD MEMEBER 2 HRS PER MONTH ARIELLA IRROVACABLE TRUST TRUSTEE SINCE 01/2025 Independent Trustee on Susie Westmecott Living Trust- no compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
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