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Joni Roberta Alt

Evermay Wealth Management, LLC

Arlington, VA

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Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-30
VA RA APPROVED 2021-10-21
  • TX RA
    APPROVED
    Since 2023-10-30
  • VA RA
    APPROVED
    Since 2021-10-21

Branch Locations

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hopwood Financial Services, Inc. Great Falls VA 02/2010 10/2021
Evermay Wealth Management, Llc Arlington VA 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-23
S63 Uniform Securities Agent State Law Examination 1986-08-28
  • S65 Uniform Investment Adviser Law Examination
    1997-10-23
  • S63 Uniform Securities Agent State Law Examination
    1986-08-28
Designations
Other Names
  • Joni Roberta Smith

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

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