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812 Moorefield Park Drive Suite 112, Richmond, VA 23236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-05-15 |
Branch Locations
812 Moorefield Park Drive Suite 112, Richmond, VA 23236 • United States
Glen Allen, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Business | Glen Allen | VA | 03/2001 | 06/2019 |
| Barrett Capital Management. Llc | Midlothian | VA | 05/2014 | Present |
Spencer Hines is the Owner of Southern Financial Advisory, LLC. In this role, Spencer consults with businesses regarding debt financing, capital lease financing, and purchase or sale of a business. No conflict of interest is created by such role as no client referrals are made between Barrett Capital Management, LLC and Southern Financial Advisory, LLC. Spencer Hines is the Manager at Southern Financial Advisory, LLC; Non-Investment Related; Business Location: 1000-D Heathsville Court Glen Allen Virginia 23060; Business Start Date: 2018-04-19; Business Description: provide advice on selling or buying a small; Responsibilities Duties: general development and matching buyer and seller of small businesses; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
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