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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-08 |
Branch Locations
424 Graves Mill Road, Ste. 200D, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lynchburg | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lynchburg | VA | 11/2016 | 01/2021 |
| Wealthcare Advisory Partners Llc Dba Miller-Richards Wealth Mgmt | Lynchburg | VA | 01/2021 | Present |
1. EAGLE CREST FARMS, INVESTMENT RELATED, 803 BEARFIELD ROAD AMHERST VA, FARM, OWNER, BEGAN 1994, WEEKENDS AND EVENINGS, NOT DURING BUSINESS HOURS, FEEDER CALF OPERATIONS. 20 HOURS/MO 2. EXECUTOR FOR MOTHER'S ESTATE; INV. RELATED; AMHERST, VA; START DATE 8/2019; 2 HRS PER MONTH; 1 HR DURING TRADING. 3. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-29 |
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