CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2017 - Current | 7 |
Mcadam LLC | Vienna, VA | Jan 2017 - Current | 7 |
University Of Mary Washington | Fredericksburg, VA | Aug 2012 - Dec 2016 | 4 |
Lawn Jockeys Landscaping | Warrenton, VA | May 2016 - Oct 2016 | < 1 |
Great Meadow Foundation | The Plains, VA | May 2016 - Aug 2016 | < 1 |
Tri County Feeds LLC | Marshall, VA | Jun 2016 - Jul 2016 | < 1 |
Great Meadow Foundation | The Plains, VA | May 2015 - Aug 2015 | < 1 |
Tri County Feeds LLC | Marshall, VA | Jun 2015 - Jul 2015 | < 1 |
Union First Monet Banks | Warrenton, VA | May 2014 - Aug 2014 | < 1 |
Tri County Feeds LLC | Marshall, VA | Jun 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
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Total Assets Under Management1,255MILLIONS
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Total Number of Accounts7,779ACCOUNTS
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Average Account Value$161,392
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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