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Inactive

Patricia Soileau

Acima Private Wealth LLC

Richmond, VA

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Current Employers
Acima Private Wealth Llc

1801 Bayberry Court Suite 301, Richmond, VA 23226 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-18
DE RA APPROVED 2026-05-15
TX RA APPROVED_RES 2026-05-15
VA RA APPROVED 2026-05-15
  • NC RA
    APPROVED
    Since 2026-05-18
  • DE RA
    APPROVED
    Since 2026-05-15
  • TX RA
    APPROVED_RES
    Since 2026-05-15
  • VA RA
    APPROVED
    Since 2026-05-15

Branch Locations

1801 Bayberry Court Suite 301, Richmond, VA 23226 • 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
Ubs Financial Services Inc. Richmond VA 03/2013 06/2019
Kinloch Capital, Llc Glen Allen VA 01/2020 04/2026
Unemployed Richmond VA 06/2019 01/2020
Acima Private Wealth Richmond VA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-16
S63 Uniform Securities Agent State Law Examination 1991-10-04
  • S65 Uniform Investment Adviser Law Examination
    1999-06-16
  • S63 Uniform Securities Agent State Law Examination
    1991-10-04
Other Names
  • Patricia Lynn Smith
  • Patricia Lynn Soileau

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

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