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1802 Bayberry Court Suite 305, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-19 |
| VA | RA | APPROVED | 2002-04-01 |
Branch Locations
1802 Bayberry Court Suite 305, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beale Healy Financial Group, Inc. | Richmond | VA | 01/1979 | Present |
| Beale Healy Investment Advisors, Inc | Richmond | VA | 01/1982 | Present |
| Osaic Wealth, Inc. | Richmond | VA | 11/1989 | Present |
1. BEALE HEALY FINANCIAL GROUP INC. POSITION: Owner - President NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/26/1979 ADDRESS: 1802 Bayberry Court, Suite 305, Richmond, VA 23226, United States DESCRIPTION: Insurance Sales 2. BEALE HEALY INVESTMENT ADVISORS, INC., INVESTMENT RELATED, 1802 BAYBERRY COURT, SUITE 305, RICHMOND, VA 23226, POSITION: INVESTMENT ADVISORY SERVICES,VICE PRESIDENT, START DATE 1982, HOURS 120/MONTH, HOURS DURING SECURITIES TRADING 6 HRS PER DAY, DUTIES: CLIENT CONTACT, COMPUTER SYSTEMS 3. RICHARD BEALE POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2001 ADDRESS: 20127 PENDLETON ROAD, BOWLING GREEN VA 22427 DESCRIPTION: FARMING INCOME/ RENTAL INCOME FROM LAND RENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-11-24 |
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