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Advisor at LYNCHBURG WEALTH MANAGEMENT
LYNCHBURG, 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 |
|---|---|---|---|---|---|---|
| LYNCHBURG WEALTH MANAGEMENT | State registered | Jul 5, 2016 | n/a | yes | LYNCHBURG, VA | Current employment |
| MONTVUE CAPITAL MANAGEMENT, INC. | Independent wealth | Nov 1, 2012 | Jul 5, 2016 | no | LYNCHBURG, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONTVUE CAPITAL MANAGEMENT, INC. | LYNCHBURG WEALTH MANAGEMENT | Jul 5, 2016 | Jul 5, 2016 | 0 | Firm change | Other |