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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-01 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
1900 Eastwood Road, Unit 5, Wilmington, NC 28403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wilmington | NC | 09/2011 | 02/2022 |
| Capitol Securities Management, Inc. | Wilmington | NC | 02/2022 | Present |
Name of Business: Bridgepath Wealth Financial Advisors Investment-related: no Address: n/a Nature of the other business: LLC vehicle to report taxes Position, title, or relationship with the other business: owner Start date: 2/22/22 Approx # of hours/month you devote to the other business: 0 Approx #of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: 1099 income from CSM direct deposit to Bridgepath Wealth Business account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
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