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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-10-19 |
Branch Locations
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
129 West Patrick St., Ste. 6, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolf Realty Associates | Frederick | MD | 01/1990 | Present |
| Cantella & Co., Inc. | Boston | MA | 01/2006 | 10/2019 |
| Raymond James Financial Services, Inc. | Frederick | MD | 11/2019 | 11/2019 |
| Raymond James Financial Services Advisors, Inc. | Frederick | MD | 11/2019 | 11/2019 |
| Cantella & Co., Inc. | Malden | MA | 10/2019 | 10/2022 |
| Capitol Securities Management | Glen Allen | VA | 10/2022 | Present |
"Name of Business: Wolf Realty Associates Investment-related: Yes Address: 129 West Patrick St. Suite 6 Frederick, MD 21701 Nature of OBA: Buisness, Holds and sells commercial real estate Position, title, or relationship with OBA: General partner Start date: 1.10.23 Approx # of hours/month you devote to OBA: 20 Approx # of hours/month you devote to OBA during trading hours: 9 Duties: Property manager, buy and sell real estate "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-18 |
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