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3518 Fox Hurst Drive, Midlothian, VA 23113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-01 |
Branch Locations
3518 Fox Hurst Drive, Midlothian, VA 23113 • United States
8253 Crown Colony Pkwy. Suite 201, Mechanicsville, VA 23116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mechanicsville | VA | 10/2008 | 09/2016 |
| Ardent Wealth Advisory, Llc | Mechanicsville | VA | 06/2016 | Present |
| Claris Financial, Llc | Glen Allen | VA | 09/2012 | 09/2016 |
1. 02/12/2015 - WEB COMMANDER, LLC - Parent Company of Ardent Wealth Advisory, LLC 10 hours monthly, duties consist of web development and accounting. 2. 8/3/2015: TIMOTHY A. NITZ WEALTH MANAGEMENT - NON-VARIABLE INSURANCE- STARTED 10/01/2008 - 9450 Sir Michael Lane, Mechanicsville, VA 23116 - PINNACLE, AARON ADVANTAGE, PAID AT CARRIER LEVEL AND POTENTIALLY BONUSED AT THE AGENCY LEVEL. NOT THE OWNER OF THESE AGENCIES - 5 HOURS PER MONTH DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-06 |
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