| Gary Kelman - Financial Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx1 |
ale**************@a***.com |
|
|
|
|
|
|
|
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brian Ford - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx2 |
bri*******@r**.com |
5 |
1 |
|
|
|
|
73 |
|
83 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harvie Wealth Management Group |
3460 W Clay St, Richmond, VA 23230 |
|
80436xxxx0 |
ann@h********.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx0 |
3d@l****.ml |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Maxsin Investment Group |
104 W Franklin St, Richmond, VA 23220 |
|
80460xxxx6 |
aga****@f*********.com |
4.838 |
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| InVirtus Wealth Partners |
2800 Patterson Ave Suite 100, Richmond, VA 23221 |
|
80437xxxx0 |
aro******@i****.com |
4 |
4 |
|
|
|
|
69 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The London Company of Virginia, LLC |
1800 Bayberry Ct STE 301, Richmond, VA 23226 |
|
80477xxxx7 |
aas******@t**********.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schutte-Yenser Wealth Management of Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matthew A Johnson - Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jay P Moore |
901 E Byrd St, Richmond, VA 23219 |
|
80434xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Niou Way Group - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bowlman T. Bowles III - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DHG Wealth Advisors |
901 E Cary St #1000, Richmond, VA 23219 |
|
80447xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrew Foldenauer - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx3 |
bri*******@r**.com |
|
|
|
|
|
|
73 |
|
83 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stephen M. Tucci - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
94131xxxx0 |
rbc*********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Ian Robb Patrick |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx8 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management |
8720 Stony Point Pkwy, Richmond, VA 23235 |
|
80425xxxx0 |
cli**********@r**.com |
|
|
|
|
|
|
14798 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Yes Life Financial - Financial Advisor Richmond |
2400 Old Brick Rd, Glen Allen, VA 23060 |
|
80486xxxx1 |
cor*@y******.co |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clear Skies Wealth Management Group - Raymond James |
5820 Patterson Ave Ste 100, Richmond, VA 23226 |
|
80422xxxx1 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Covenant Wealth Advisors |
8001 Franklin Farms Dr RM 208, Richmond, VA 23229 |
|
80472xxxx5 |
baf*****************************@s*****.wixpress |
5 |
22 |
|
|
|
|
252 |
|
282 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Fischer Group - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| E Cockrell Jr. - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80464xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SBK Financial, Inc. |
1001 Haxall Point #705, Richmond, VA 23219 |
|
80423xxxx0 |
abr*******@s***********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Richard S Dickerson |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx7 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spark Financial Advisors |
413 Stuart Cir Suite 220, Richmond, VA 23220 |
|
80445xxxx0 |
amb*****@s*********************.com |
5 |
10 |
|
|
|
|
192 |
|
223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Virginia Estate and Retirement Planning Advisors, Inc. |
919 E Main St Suite 1000, Richmond, VA 23219 |
|
80458xxxx9 |
dat*****************@i****.de |
5 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kevin Wood - Financial Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeff Chapman - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx9 |
rbc*********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stratview Wealth Management |
3900 Westerre Pkwy Ste 104, Richmond, VA 23233 |
|
80452xxxx5 |
bil*******@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Management of VA |
919 E Main St #16, Richmond, VA 23219 |
|
80464xxxx0 |
gcl***@i***.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Thomas M Heaton |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx5 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McKay Wealth Management Group LLC |
2920 W Broad St Ste 208, Richmond, VA 23230 |
|
80444xxxx8 |
con****@m***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Falls - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80464xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Freedom Planners |
3741 Westerre Pkwy suite c, Richmond, VA 23233 |
|
80427xxxx4 |
cro*****@f***********************.com |
5 |
127 |
|
|
|
|
206 |
3 |
208 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Jastrzemski Uzelac Shannon Wealth Management Group - UBS Financial Services Inc. |
951 East Byrd St, Riverfront Plaza East Suite 520, Richmond, VA 23219 |
|
80477xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thompson Davis & Co. |
9030 Stony Point Pkwy Suite 100, Richmond, VA 23235 |
|
80464xxxx0 |
ath*******@t************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kevin Williams - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx8 |
rbc*********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richmond Finance Co |
200 N 21st St, Richmond, VA 23223 |
|
80464xxxx8 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wood, Shores Wealth Management Group - Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80474xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Granite Wealth Management |
5701 PATTERSON AVE 1, RICHMOND, VA 23226 |
|
80436xxxx0 |
mab**@g********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ClearView Financial, LLC |
5000 Monument Ave Suite 100, Richmond, VA 23230 |
|
80421xxxx8 |
guy******@c*************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Joseph H Torrice |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx2 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Green Warren Group - UBS Financial Services Inc. |
Riverfront Plaza East, 951 E Byrd St Suite 520, Richmond, VA 23219 |
|
80477xxxx5 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Omega Wealth Management |
7202 Glen Forest Dr # 300, Richmond, VA 23226 |
|
80495xxxx0 |
bi**@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason King - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx0 |
aku******@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William W. Cabell II - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx5 |
rbc*********@r**.com |
|
|
|
|
|
|
14791 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tiana Smith-Cluff - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Summit Financial Partners |
5231 Hickory Park Dr A, Glen Allen, VA 23059 |
|
80429xxxx2 |
amb**@b***********.com |
5 |
17 |
|
|
|
|
279 |
131 |
285 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor John A. "Ja" Jones II |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx7 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Irongate Capital Advisors |
800 E Canal St Suite 950, Richmond, VA 23219 |
|
80425xxxx0 |
ben*********@i***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kleinschuster Wealth Management Group - UBS Financial Services Inc. |
951 East Byrd St Riverfront, Plaza East Suite 520, Richmond, VA 23219 |
|
80469xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor R. Brandon W. Moore |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx8 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cain & Valentine Wealth Management Group of Wells Fargo Advisors |
1021 E Cary St 22nd fl, Richmond, VA 23219 |
|
80478xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jay M Headley |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx9 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dunning & Scott - UBS Financial Services Inc. |
951 East Byrd St Riverfront, Plaza East Suite 520, Richmond, VA 23219 |
|
80477xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Len Murtha - Branch Manager, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx4 |
ada*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patina Wealth |
2920 W Broad St c29, Richmond, VA 23230 |
|
80438xxxx0 |
inf*@p***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Cadden Sizemore Group - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taylor Hoffman Inc |
1021 E Cary St # 2100, Richmond, VA 23219 |
|
80496xxxx0 |
bra***********@t************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Gregory Gerczak |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx6 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Canal Capital Management |
9 S 5th St, Richmond, VA 23219 |
|
80432xxxx0 |
abu*****@c*********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McKay Wealth Management Group |
2920 W Broad St #208, Richmond, VA 23230 |
|
80444xxxx8 |
con****@m***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tone Capital, LLC |
4120 W Broad St, Richmond, VA 23230 |
|
80444xxxx4 |
bsm*******@t**********.com |
|
|
|
|
5 |
12 |
178 |
3 |
185 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Telos Group - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alexis Advisors, LLC |
213 Roseneath Rd, Richmond, VA 23221 |
|
80462xxxx0 |
ali**@a*************.com |
|
|
|
|
|
|
166 |
2 |
184 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Irby - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx4 |
wms**********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RiverFront Investment Group |
1214 E Cary St, Richmond, VA 23219 |
|
86658xxxx4 |
a.c*******@c*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oceanview Private Wealth - Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80094xxxx0 |
dan*************@a***.com |
|
|
|
|
|
|
264 |
|
275 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Verus Financial Partners |
9030 Stony Point Pkwy #160, Richmond, VA 23235 |
|
80459xxxx5 |
aus***@v******.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Walton Wealth Management Inc. |
8529 Meadowbridge Rd Suite 700, Mechanicsville, VA 23116 |
|
80474xxxx1 |
adm**@w*********************.com |
5 |
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R. Earl Morris - Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx9 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carlson Financial |
5207 Hickory Park Dr Suite E, Glen Allen, VA 23059 |
|
80440xxxx0 |
aca*****@c***************.com |
4.1 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SEVEN HILLS WEALTH ADVISORS - Ameriprise Financial Services, LLC |
3951 Westerre Pkwy #260, Richmond, VA 23233 |
|
80491xxxx4 |
ale**************@a***.com |
|
|
|
|
|
|
260 |
|
311 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marc D Cram - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manuka Financial |
3910 W Franklin St, Richmond, VA 23221 |
|
80429xxxx7 |
doe**@m**************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Theodore Walkley |
901 E Byrd St, Richmond, VA 23219 |
|
80429xxxx3 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
1051 E Cary St #1200, Richmond, VA 23219 |
|
80432xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cobblestone Asset Management |
9011 Arboretum Pkwy # 180, Richmond, VA 23236 |
|
80427xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Rector III - UBS Financial Services Inc. |
951 East Byrd St Riverfront, Plaza East Suite 520, Richmond, VA 23219 |
|
80477xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| EVOadvisers |
2917 W Leigh St, Richmond, VA 23230 |
|
80479xxxx1 |
cfl*****@e**********.com |
|
|
|
|
|
|
|
|
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cary Street Partners |
901 E Byrd St #1001, Richmond, VA 23219 |
|
80434xxxx0 |
abl****@c*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Private Client Advisor Joel Martin |
1111 E Main St, Richmond, VA 23219 |
|
80488xxxx4 |
ban**********@e****.bankofamerica |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Williams - Financial Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx7 |
ale**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Henry Miller - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx3 |
rbc*********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hermitage Wealth Management |
3761 Westerre Pkwy STE G, Richmond, VA 23233 |
|
80427xxxx7 |
ara************@h**************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| W. Wymond Cabell - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx7 |
rbc*********@r**.com |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| River Hills Wealth Management Group |
3019 W Moore St Suite 100, Richmond, VA 23230 |
|
80421xxxx0 |
ben********@r********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gpm Investments |
2003 Williamsburg Rd, Richmond, VA 23231 |
|
80422xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paul Staples - Financial Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St #1001, Richmond, VA 23219 |
|
80496xxxx3 |
ada*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Chad M Cieslewicz |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx7 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Granite Wealth Management |
5701 Patterson Ave Ste 101, Richmond, VA 23226 |
|
80436xxxx0 |
mab**@g********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richmond Institutional Consulting Group - UBS Financial Services Inc. |
Riverfront Plaza East, 951 E Byrd St Suite 520, Richmond, VA 23219 |
|
80477xxxx1 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bob Lang - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx9 |
rbc*********@r**.com |
|
|
|
|
|
|
12395 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Hawkins - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Consultants America |
2104 W Laburnum Ave Suite 101, Richmond, VA 23227 |
|
80437xxxx8 |
agb*****@f************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Agili |
1806 Summit Ave, Richmond, VA 23230 |
|
80435xxxx2 |
ama****@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Christopher S Abbott |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx1 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rock Steady Wealth, Inc |
3301 Rosedale Ave STE D, Richmond, VA 23230 |
|
80468xxxx5 |
ale*@r***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Wealth - Richmond |
7130 Glen Forest Dr Suite 125, Richmond, VA 23226 |
|
75764xxxx5 |
stu***@c******************.com |
|
|
|
|
|
|
141 |
|
156 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1607 Capital Partners, LLC |
13 S 13th St #400, Richmond, VA 23219 |
|
80452xxxx0 |
bhu*****@1**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Guy R Miller |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx8 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harris Financial Group |
9100 Arboretum Pkwy #255, Richmond, VA 23236 |
|
80028xxxx0 |
and*********@h*******************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80464xxxx0 |
int**********@m************.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Ryan T Robertson, CFP®|AAMS™ |
2235 Staples Mill Rd Ste 210, Richmond, VA 23230 |
|
80428xxxx0 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
89423 |
|
103000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RVA Wealth Management |
4510 Cox Rd Suite 201, Glen Allen, VA 23060 |
|
80449xxxx0 |
cal**@r****.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schutt Capital Management |
121 Shockoe Slip Lower Suite, Richmond, VA 23219 |
|
80478xxxx0 |
mps@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Godsey & Gibb Wealth Management |
6806 Paragon Pl # 230, Richmond, VA 23230 |
|
80428xxxx3 |
bra*****@g************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Noble Hill Planning LLC |
1806 Summit Ave Suite 300, Richmond, VA 23230 |
|
80424xxxx5 |
mat****@n****************.com |
|
|
|
|
|
|
|
|
87 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| VCU Investment Management Company (VCIMCO) |
413 Stuart Cir #210, Richmond, VA 23220 |
|
80472xxxx0 |
inf*@v*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matthew C. Horn - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx4 |
joh*******@c*.rbcwealthmanagement |
|
|
|
|
|
|
13912 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richmond Capital Management |
1509A Belleville St, Richmond, VA 23230 |
|
80441xxxx2 |
bba***@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Michael Wade Housden - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
1021 E Cary St, Richmond, VA 23219 |
|
80478xxxx3 |
abc*******@w*****************.com |
|
|
|
|
|
|
188261 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Colonial River Wealth Management |
340 Browns Hill Ct, Midlothian, VA 23114 |
|
80433xxxx0 |
ale*************@c************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Agecroft Partners |
103 Canterbury Rd, Richmond, VA 23221 |
|
80435xxxx2 |
and**********@a***************.com |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Nicholas C. Palmer |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx2 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TCV Trust & Wealth Management |
9030 Stony Point Pkwy Suite 300, Richmond, VA 23235 |
|
80427xxxx4 |
abo*****@t********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Donte C Smith |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx4 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Parapet Wealth Management of Raymond James |
5820 Patterson Ave Ste 100, Richmond, VA 23226 |
|
80422xxxx1 |
aar************@r***********.com |
5 |
2 |
|
|
|
|
17564 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jonathan M Headley Jr |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx5 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davenport & Company LLC |
901 E Cary St # 1100, Richmond, VA 23219 |
|
80478xxxx0 |
and*****@i**************.com |
4 |
8 |
|
|
|
|
|
77 |
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hoppy Shores - Financial Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor John S. Delandro III |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx8 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vml Vaco Finance |
8 E Canal St, Richmond, VA 23219 |
|
80464xxxx5 |
adr*****@v*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
1021 E Cary St, Richmond, VA 23219 |
|
80464xxxx0 |
abb****@s*****.com |
|
|
|
|
|
|
4862 |
|
5300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SRT Wealth Design Group |
1506 Hull St, Richmond, VA 23224 |
|
80432xxxx2 |
hel**@s**************.com |
|
|
|
|
|
|
|
|
356 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| King, Baughman & Associates - Ameriprise Financial Services, LLC |
1021 E Cary St #1001, Richmond, VA 23219 |
|
80496xxxx0 |
aku******@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Charles Craig Blades |
901 E Byrd St, Richmond, VA 23219 |
|
80422xxxx2 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
Riverfront Plaza East, 951 E Byrd St, Richmond, VA 23219 |
|
80469xxxx2 |
adi****************@u**.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Westham Group - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80464xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dickinson Williams & Company |
1210 East Cary Street Fourth Floor, Richmond, VA 23219 |
|
80458xxxx0 |
ahu****@d****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Applewhite Tyll Retirement Planners Powered by LPL Financial |
2100 E Cary St Suite 203, Richmond, VA 23223 |
|
80480xxxx0 |
aar********@l**.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Private Client Advisor Jane M S Fortune |
1111 E Main St, Richmond, VA 23219 |
|
80488xxxx3 |
ban**********@e****.bankofamerica |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Agincourt Capital Management |
200 S 10th St #800, Richmond, VA 23219 |
|
80464xxxx1 |
acm@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| harvie wealth management |
1021 E Cary St, Richmond, VA 23219 |
|
80469xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Casey Warcewicz |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx2 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jack Enoch - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx0 |
joh*******@c*.rbcwealthmanagement |
|
|
|
|
|
|
14798 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hill Wealth Strategies |
10800 Midlothian Tpke # 154, Richmond, VA 23235 |
|
80489xxxx9 |
dan@h*******************.com |
5 |
1 |
|
|
4.6 |
10 |
242 |
|
241 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spraker Wealth Advisory of Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx8 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brown Advisory |
424 Hull St Suite 301, Richmond, VA 23224 |
|
80064xxxx3 |
aa@b************.com |
|
|
|
|
|
|
763 |
|
865 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Innovations, LLC |
4905 Dickens Rd #108, Richmond, VA 23230 |
|
80435xxxx3 |
ala*****@w*******************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Darren M Mazzoni |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx0 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Garnett Group - UBS Financial Services Inc. |
951 East Byrd St Riverfront, Plaza East Suite 520, Richmond, VA 23219 |
|
80477xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brandon L Miller |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx3 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kanawha Capital Management LLC |
7201 Glen Forest Dr #200, Richmond, VA 23226 |
|
80435xxxx0 |
dan*******@k*****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heartwood Wealth Advisors |
9020 Stony Point Pkwy, Richmond, VA 23235 |
|
80426xxxx1 |
abo**@h**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Samantha Falk - Morgan Stanley |
901 E Byrd St Suite 2000, Richmond, VA 23219 |
|
80478xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Randall S Tootle |
901 E Byrd St, Richmond, VA 23219 |
|
80434xxxx5 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christopher Campbell, CFP® |
3150 W Cary St, Richmond, VA 23221 |
|
80499xxxx1 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
89423 |
|
103000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scotty Hensby - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx7 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lewis Wealth Partners |
200 S 10th St Suite 1020, Richmond, VA 23219 |
|
97276xxxx0 |
aab******@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Truist Wealth |
901 E Byrd St, Richmond, VA 23219 |
|
80464xxxx1 |
aag*****@t*****.com |
5 |
1 |
|
|
|
|
355359 |
|
359000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Janney Montgomery Scott LLC |
James Center II, 1021 E Cary St Ste 1000, Richmond, VA 23219 |
|
80459xxxx0 |
aal******@j*****.com |
5 |
1 |
|
|
|
|
1612 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rob Wood - Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Herndon Wealth Management |
7275 Glen Forest Dr #203, Richmond, VA 23226 |
|
80472xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
1800 Bayberry Ct Suite 100, Richmond, VA 23226 |
|
80428xxxx0 |
&.m****@w*****************.com |
5 |
1 |
|
|
|
|
188257 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealthcare Capital Management |
Two James Center, 1021 E Cary St Suite 702, Richmond, VA 23219 |
|
80464xxxx1 |
aam***@w*************************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terry Edwards - RBC Wealth Management Branch Director |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mock Wealth Management of Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Advisors, LLC |
901 E Byrd St #1400, Richmond, VA 23219 |
|
21231xxxx5 |
aab******@p**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Warneford Wealth Management LLC |
6802 Paragon Pl Suite 410, Richmond, VA 23230 |
|
80460xxxx5 |
mal****@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harbor Haven Wealth Advisors - Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80496xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Churchill Management Group - Richmond |
7400 Beaufont Springs Dr Suite 300, Richmond, VA 23225 |
|
70399xxxx8 |
ach*@c******************.com |
|
|
|
|
|
|
|
|
222 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Lexi Torrice |
901 E Byrd St, Richmond, VA 23219 |
|
80478xxxx1 |
and*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Martin J. Miller - RBC Wealth Management Financial Advisor |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx6 |
rbc*********@r**.com |
|
|
|
|
|
|
14791 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Carl - Financial Advisor, Ameriprise Financial Services, LLC |
1021 E Cary St Ste 1001, Richmond, VA 23219 |
|
80474xxxx4 |
ama************@a***.com |
|
|
|
|
|
|
213 |
|
233 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ray Olson Family Financial Planning |
2201 W Broad St Suite 205, Richmond, VA 23220 |
|
80437xxxx6 |
cam***@r*******.net |
4.2 |
5 |
|
|
|
|
935 |
3 |
897 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Waters Wealth Consultants |
9TH S 5th St STE 101, Richmond, VA 23219 |
|
80454xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robby McKetta - Raymond James |
951 E Byrd St Ste 930, Richmond, VA 23219 |
|
80422xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17483 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matthew Benson - UBS Financial Services Inc. |
Riverfront Plaza East, 951 E Byrd St Suite 520, Richmond, VA 23219 |
|
80469xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heritage Wealth Advisors |
919 E Main St #950, Richmond, VA 23219 |
|
80464xxxx0 |
ale*@h*************.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Richmond |
919 E Main St Suite 2000, Richmond, VA 23219 |
|
80422xxxx0 |
rbc*********@r**.com |
5 |
1 |
|
|
|
|
14791 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
