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Investment Adviser Firm Summary

V WEALTH ADVISORS LLC (CRD# 153278 / SEC# 801-71232)
Alternate Names: ALDRIDGE, CHERRA & ALDRIDGE FINANCIAL GROUP, INC. , BALZER INVESTMENT MANAGEMENT , CHERRA FINANCIAL GROUP, LLC , GRAHAM-SCIANNA GROUP , GROEBL BROTHERS , INSTRUMENTAL ADVISORS , LUCAS WEALTH STRATEGIES , METCALF PARTNERS , MTXE PARTNERS , PALOS WEALTH ADVISORS, LLC , PASCHANG & ASSOCIATES , PJM FINANCIAL CONSULTING, LLC , ROGERS & COMPANY , ROGERS & COMPANY, A WEALTH MANAGEMENT FIRM, INC. , SOUND FINANCIAL SOLUTIONS , THE INITIUM GROUP , TRIMBLE INVESTMENT GROUP , V PRIVATE CLIENT GROUP , V WEALTH ADVISORS LLC , V WEALTH MANAGEMENT , V WEALTH MANAGEMENT, LLC , WILBORN ADVISORS , WILKERSON & REYNOLDS WEALTH MANAGEMENT

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 04/06/2010

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 01/07/2015
California 11/08/2010
Colorado 01/29/2018
Florida 11/10/2010
Georgia 06/23/2017
Illinois 11/29/2010
Indiana 06/23/2017
Iowa 06/23/2017
Kansas 04/06/2010
Louisiana 01/03/2013
Minnesota 09/13/2011
Missouri 04/06/2010
Nebraska 01/07/2015
New York 06/23/2017
North Carolina 06/23/2017
Ohio 03/06/2014
Oklahoma 01/06/2017
Pennsylvania 12/26/2017
South Carolina 06/23/2017
Tennessee 06/23/2017
Texas 11/08/2010
Virginia 01/07/2015

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser