Individual Firm
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DAWN MICHELE WEHRHAN
DAWN MICHELE MONTGOMERY, MICKEY WEHRHAN
CRD#: 4184440
IA
B
&PARTNERSCRD#: 3767 277 Bendix Road, Suite 320
Virginia Beach, VA 23452
Virginia Beach, VA 23452
0
Disclosures
22
Years of Experience
View By:
State Registrations
B
Alabama 3/5/2025
B
New Jersey 5/10/2024
B
Alaska 5/26/2024
B
New York 5/10/2024
B
California 5/10/2024
B
North Carolina 5/10/2024
B
Colorado 5/10/2024
B
Ohio 5/10/2024
B
Florida 5/10/2024
B
South Carolina 5/10/2024
B
Georgia 5/10/2024
B
South Dakota 9/25/2024
B
Idaho 7/31/2024
B
Tennessee 5/10/2024
B
Louisiana 5/10/2024
B
Texas 5/10/2024
B
Maryland 1/29/2025
IA
Texas 5/10/2024
B
Massachusetts 5/10/2024
B
Virginia 5/10/2024
B
Michigan 5/10/2024
IA
Virginia 5/10/2024
B
Mississippi 5/10/2024
B
Washington 5/10/2024
B
Nevada 5/10/2024
SRO Registrations
B
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IA
Registered with this firm since 5/10/2024
B
Registered with this firm since 5/10/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/08/2011 - 05/15/2024 | NORFOLK, VA | |
B | 04/01/2008 - 05/15/2024 | NORFOLK, VA | |
B | 03/10/2006 - 11/29/2007 | VIRGINIA BEACH, VA | |
B | 05/19/2004 - 03/03/2005 | ST. PETERSBURG, FL | |
B | 08/31/2000 - 10/29/2003 | SCOTTSDALE, AZ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.