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Current Employers
Acima Private Wealth Llc

1801 Bayberry Court Suite 301, Richmond, VA 23226 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-07-27
NC RA APPROVED 2024-07-27
TX RA APPROVED 2024-07-27
VA RA APPROVED 2024-07-27
  • DE RA
    APPROVED
    Since 2024-07-27
  • NC RA
    APPROVED
    Since 2024-07-27
  • TX RA
    APPROVED
    Since 2024-07-27
  • VA RA
    APPROVED
    Since 2024-07-27

Branch Locations

1801 Bayberry Court Suite 301, Richmond, VA 23226 • 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
Wells Fargo Charlotte NC 06/2023 08/2023
Virgnia Polytechnic Institute And State University Blacksburg VA 08/2020 05/2024
Coastal Virginia Wealth Group Virginia Beach VA 05/2021 08/2022
Waddell & Reed, Inc. Virginia Beach VA 05/2020 01/2021
Acima Private Wealth Richmond VA 06/2024 Present
Unemployed Chesapeake VA 07/2014 05/2020
  • 06/2023 → 08/2023
    Wells Fargo
    Charlotte, NC
  • 08/2020 → 05/2024
    Virgnia Polytechnic Institute And State University
    Blacksburg, VA
  • 05/2021 → 08/2022
    Coastal Virginia Wealth Group
    Virginia Beach, VA
  • 05/2020 → 01/2021
    Waddell & Reed, Inc.
    Virginia Beach, VA
  • 06/2024 → Present
    Acima Private Wealth
    Richmond, VA
  • 07/2014 → 05/2020
    Unemployed
    Chesapeake, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-27
  • S65 Uniform Investment Adviser Law Examination
    2024-07-27

View on SEC IAPD

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