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Philip Jefferson Carter

Wealthcare Capital Management LLC

Richmond, VA

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Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-02
  • VA RA
    APPROVED
    Since 2023-03-02

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • 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
Wealthcare Capital Management Llc Richmond VA 01/2023 Present
Sauer Properties, Inc. Richmond VA 06/2020 01/2023
Hamilton Beach Brands Inc. Glen Allen VA 01/2019 05/2020
The C.F. Sauer Company Richmond VA 10/2015 12/2018
  • 01/2023 → Present
    Wealthcare Capital Management Llc
    Richmond, VA
  • 06/2020 → 01/2023
    Sauer Properties, Inc.
    Richmond, VA
  • 01/2019 → 05/2020
    Hamilton Beach Brands Inc.
    Glen Allen, VA
  • 10/2015 → 12/2018
    The C.F. Sauer Company
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-02
  • S65 Uniform Investment Adviser Law Examination
    2023-03-02

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
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