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8614 Westwood Center Drive Suite 620, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-10 |
Branch Locations
8614 Westwood Center Drive Suite 620, Vienna, VA 22182 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Baltimore | MD | 07/2013 | 03/2017 |
| Mml Investors Services, Llc | Vienna | VA | 03/2017 | 09/2017 |
| Pactolus Capital Partners | Vienna | VA | 09/2017 | Present |
| Pactolus Private Wealth Management Llc | Vienna | VA | 10/2019 | Present |
OWNER - ANGELA PERRY TRUST - RENTAL PROPERTY - OAKLAND, CA - FROM RESIDENTIAL ADDRESS 0HRS INVOLVED- SINCE 10/2013 PACTOLUS PRIVATE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED 8614 WESTWOOD CENTER DRIVE VIENNA, VA 22182, INVESTMENT ADVISER Representative 10/2019. 160 HOURS PER MONTH 5 HOURS PER DAY DURING TRADING HOURS DEVOTED TO PPWM. PACTOLUS CAPITAL PARTNERS 8614 WESTWOOD CENTER DRIVE SUITE 620 VIENNA, VA 22182 BROKER DEALER Managing Director SINCE 09/2017 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-09 |
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