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St. Thomas, VI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Counsel Vi Pllc | St. Thomas | VI | 01/2023 | Present |
| Private Wealth Counsel Llc | Salem | NH | 04/2016 | Present |
| Private Wealth Advisors Vi Llc | St. Thomas | VI | 02/2024 | Present |
Owner/Tax and Trust Attorney for Private Wealth Counsel LLC and Private Wealth Counsel VI PLLC. He spends approximately 20 hours a week engaged in these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-06 |
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