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Advisor at ALPHA OMEGA WEALTH MANAGEMENT, LLC
Charlotte, NC | RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALPHA OMEGA WEALTH MANAGEMENT, LLC | Independent wealth | Apr 24, 2018 | n/a | yes | RICHMOND, VA|Charlotte, NC | Current employment |
| DAVENPORT & COMPANY LLC | Bd affiliated wealth | Dec 22, 2016 | Apr 19, 2018 | no | RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAVENPORT & COMPANY LLC | ALPHA OMEGA WEALTH MANAGEMENT, LLC | Apr 19, 2018 | Apr 24, 2018 | 5 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1588:149842:VA:2018-04-19 | Apr 19, 2018 | Apr 24, 2018 | RICHMOND, VA | Firm change |