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Advisor at EVERMAY WEALTH MANAGEMENT, LLC
WASHINGTON, DC | ARLINGTON, 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 |
|---|---|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT, LLC | Independent wealth | Jun 3, 2024 | n/a | yes | WASHINGTON, DC|ARLINGTON, VA | Current employment |
| PRIME CAPITAL FINANCIAL | Mixed wealth | Oct 2, 2023 | Apr 9, 2024 | no | OVERLAND PARK, KS|SAN ANTONIO, TX | Previous registration |
| SENDERO WEALTH MANAGEMENT, LLC | Independent wealth | Jun 30, 2021 | Sep 29, 2023 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | EVERMAY WEALTH MANAGEMENT, LLC | Apr 9, 2024 | Jun 3, 2024 | 55 | Firm change | RIA to RIA |
| SENDERO WEALTH MANAGEMENT, LLC | PRIME CAPITAL FINANCIAL | Sep 29, 2023 | Oct 2, 2023 | 3 | Firm change | RIA to RIA |