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16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sutton Wealth Advisors | Tampa | FL | 08/2022 | Present |
| Tcv Trust & Wealth Management | Richmond | VA | 02/2017 | 06/2022 |
| Genworth | Richmond | VA | 01/2016 | 02/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | Present |
1) 1. Sutton Wealth Advisors 2. Investment Related - Yes 3. See office of employment address 4. RIA 5. Investment Analyst (Non-producer) 6. 12/23/2022 7. 160 hrs 8. 130 hrs 9. Processing client trades, performing due diligence and research on existing and potential investments, prepare portfolio analysis and presentations, member of firm's Investment Management Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-21 |
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