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Focus Asset Management Company CRD 113750
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Virginia Beach, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1999-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker And Mcniff, P.C., Cpa'S | Virginia Beach | VA | 10/1977 | 12/2022 |
| Focus Asset Management Company | Virginia Beach | VA | 12/1998 | Present |
| Jones Cpa Group | Virginia Beach | VA | 11/2021 | Present |
TOWNE BANK 5806 HARBOUR VIEW BLVD. SUITE 100, SUFFOLK, VA 23435; NON-INVESTMENT RELATED; DIRECTOR - FINANCIAL SERVICES BOARD; JULY 2016 TO PRESENT; DUTIES INCLUDE SETTING POLICIES FOR THE NON BANK OPERATIONS INCLUDING MORTGAGE, INSURANCE, VACATION RENTAL, REAL ESTATE, WEALTH MANAGEMENT. PREPARATION AND ATTENDANCE AT MONTHLY FINANCIAL SERVICES BOARD MEETINGS. DEVOTES APPROXIMATELY 4 HOURS PER MONTH AND ONE 8 HOUR MEETING PER YEAR. JONES CPA GROUP 120 ATLANTIC STREET, SUITE 300 NORFOLK, VA 23510 NON-INVESTMENT RELATED ACCOUNTING FIRM DIRECTOR & CPA NOVEMBER 2021 TO PRESENT DUTIES INCLUDE: AUDITS, REVIEWS, COMPILATIONS, AND ALL TYPES OF TAX RETURN REVIEW WORK FOR CORPORATIONS, TRUSTS, PARTNERSHIPS, NONPROFITS AND ESTATES AND SUPERVISING STAFF ON ALL OF THIS WORK. HOURS DEVOTED PER MONTH: 100 HOURS PERS MONTH THE MAJORITY OF WHICH IS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-15 |
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