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340 Browns Hill Court, Midlothian, VA 23114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-10-28 |
Branch Locations
340 Browns Hill Court, Midlothian, VA 23114 • United States
205 Bulifants Blvd Suite D, Williamsburg, VA 23188 • United States
2110 William Styron Square S, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Virginia Beach | VA | 07/2008 | 10/2016 |
| Lpl Financial, Llc | Newport News | VA | 10/2016 | Present |
| Colonial River Investments, Llc | Newport News | VA | 10/2016 | Present |
1. 10/26/2016 - JOHN ROBERTSON/ NON-VARIABLE INSURANCE/ 33%/ NEWPORT NEWS, VA 2. 10/26/2016 - COLONIAL RIVER WEALTH MANAGEMENT LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 33%/ NEWPORT NEWS, VA. 3. 7/23/2020 - Colonial River Investments, LLC - DBA: (Hybrid) Colonial River Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/12/2020 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Colonial River Investments, LLC, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-10 |
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