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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-01 |
Branch Locations
1780 Hughes Landing Blvd Suite 475, The Woodlands, TX 77380 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | The Woodlands | TX | 08/2015 | 07/2022 |
| National Asset Management | The Woodlands | TX | 11/2017 | 07/2022 |
| B. Riley Wealth Management | The Woodlands | TX | 07/2022 | Present |
| B. Riley Wealth Advisors | The Woodland | TX | 07/2022 | Present |
JBT WEALTH MANAGEMENT; INVESTMENT- RELATED; 1780 HUGHES LANDING BLVD Blvd. STE 475 THE WOODLANDS, TX 77380; DBA FOR FINANCIAL SECURITIES BUSINESS CONDUCTED THROUGH B. RILEY WEALTH MANAGEMENT; START DATE 11/2023. 40 HOURS / WEEK DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-02 |
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