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15521 Midlothian Tnpk. Suite 100, Midlothian, VA 23113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1996-06-26 |
Branch Locations
15521 Midlothian Tnpk. Suite 100, Midlothian, VA 23113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James River Asset Management | Midlothian | VA | 10/1995 | Present |
| Valmark Securities, Inc. | Akron | OH | 02/2015 | 04/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2021 | Present |
| James River Wealth Advisors | Midlothian | VA | 10/1995 | Present |
1) DBA - James River Wealth Advisors; investment related; 15221 Midlothian Turnpike Suite 100 Midlothian, VA 23113; CIO - start date 1995; DBA for investment business; 0 hours per month. 2) James River Asset Management, LLC; investment related; 15221 Midlothian Turnpike Suite 100 Midlothian, VA 23113; CIO/CCO - start date 1995; independent RIA firm; 150 hours per month, 120 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-07 |
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