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William Joseph Hopke

Ballardsville Investment Advisors

Charles City, VA

CRD 873981

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Employer firm

Ballardsville Investment Advisors CRD 284846

$25.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Ballardsville Investment Advisors

15500 The Glebe Lane, Charles City, VA 23030 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-02-15
  • VA RA
    APPROVED
    Since 2017-02-15

Branch Locations

15500 The Glebe Lane, Charles City, VA 23030 • 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
Harvest Financial Group, Llc Richmond VA 06/2015 02/2017
Ballardsville Farm Charles City VA 11/2014 Present
Ballardsville Investment Advisors Charles City VA 01/2017 Present
Previous Registrations
Other Businesses

BALLARDVILLE FARM, CO-OWNER WITH WIFE, LIGHT FARMING ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-29
  • S65 Uniform Investment Adviser Law Examination
    2015-05-29

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
SEM WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ROBERT ELVIN WILSON
GARLAND MURPHY SCOTT
Edward Ralph Dudley

Nearby Offices

LPL FINANCIAL LLC · PROVIDENCE FORGE, VA
SEM WEALTH MANAGEMENT · New Kent, VA
SEM WEALTH MANAGEMENT · New Kent, VA

More in Charles City, VA

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