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Advisor at WEALTHCARE CAPITAL MANAGEMENT LLC
RICHMOND, VA | Tucker, GA
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 |
|---|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | Independent wealth | Jan 7, 2013 | n/a | yes | RICHMOND, VA|Tucker, GA | Current employment |
| SUMMIT WEALTH MANAGEMENT, INC | Former SEC adviser | Jul 3, 2007 | Dec 12, 2012 | no | ATLANTA, GA | Previous registration |
| SUMMIT WEALTH MANAGEMENT,INC | n/a | Apr 7, 2005 | Aug 17, 2006 | no | ALPHARETTEA, GA | Previous registration |
| HORIZONS FINANCIAL ADVISORS INC | n/a | Mar 7, 2003 | Jul 6, 2004 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH MANAGEMENT, INC | WEALTHCARE CAPITAL MANAGEMENT LLC | Dec 12, 2012 | Jan 7, 2013 | 26 | Firm change | Other |
| SUMMIT WEALTH MANAGEMENT,INC | SUMMIT WEALTH MANAGEMENT, INC | Aug 17, 2006 | Jul 3, 2007 | 320 | Firm change | Other |
| HORIZONS FINANCIAL ADVISORS INC | SUMMIT WEALTH MANAGEMENT,INC | Jul 6, 2004 | Apr 7, 2005 | 275 | Firm change | Other |