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110 East 59Th Street 7Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-07 |
Branch Locations
800 Main Street 2Nd Floor, Lynchburg, VA 24504 • United States
110 East 59Th Street 7Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flippin, Bruce & Porter | Lynchburg | VA | 06/1994 | 06/2021 |
| Cantor Fitzgerald Investment Advisors | Lynchburg | VA | 06/2021 | Present |
PATRICK HENRY FAMILY SERVICES; NOT INVESTMENT RELATED;1621 ENTERPRISE DR. LYNCHBURG, VA; SERVE AS A MEMBER OF THE BOARD OF TRUSTEES AND IN THE OFFICE OF TREASURER; TRUSTEE AND TREASURER; PROVIDE ADVICE AND OVERSIGHT TO THE MANAGEMENT OF THE ORGANIZATION; ATTEND BOARD MEETINGS AND CHAIR THE INVESTMENT COMMITTEE WHICH OVERSEES INVESTMENT FUNDS OF THE ORGANIZATION. ALSO CHAIR THE FINANCE COMMITTEE WHICH OVERSEES THE ANNUAL BUDGET; 3 HOURS DEVOTED TO BUSINESS PER MONTH; 1 HOUR DURING OUTSIDE REGULAR TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-05 |
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