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1802 Bayberry Court Suite 305, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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., INVESTEMENT RELATED, 1802 BAYBERRY COURT, SUITE 305, RICHMOND, VA 23226, OWNER, START 01/26/79, 10 HOURS/MONTH, 0 HOURS DURING SECURITY TRADING, DUTIES: PROVIDE CONSULTATION TO CLIENTS VIS-A-VIS INSURANCE AND RISK MANAGEMENT. 2- BEALE HEALY INVESTMENT ADVISORS, INC., INVESTMENT RELATED, 1802 BAYBERRY COURT, SUITE 305, RICHMOND, VA 23226, START 06/09/1982, 160 HOURS, 6 HOURS DURING SECURITIES TRADING HRS, DUTIES: MANAGE PORTFOLIOS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-03-10 |
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