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James Quintin Mullins

James Q. Mullins

PIEDMONT WEALTH MANAGEMENT
Culpeper, VA 22701
Some features on this profile are disabled
CRD#: 3074374
James Quintin Mullins

Professional summary

James Quintin Mullins, CFP® is a registered financial advisor currently at PIEDMONT WEALTH MANAGEMENT located in Culpeper, Virginia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Quintin Mullins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1989

Experience

Current

February 26, 2026 - Present

PIEDMONT WEALTH MANAGEMENT

Office #1: 131 W. Davis Street, Culpeper, VA 22701
RIA
CRD#: 340285
Culpeper, VA
Past

January 24, 2011 - February 26, 2026

PIEDMONT WEALTH MANAGEMENT

RIA
CRD#: 155899
CULPEPER, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/26/2026)
IAR
Virginia
(2/27/2026)

Exams

Current Firm

PW
PIEDMONT WEALTH MANAGEMENT
BURKE & HERBERT WEALTH SERVICES, LLC | PIEDMONT WEALTH MANAGEMENT

CRD#: 340285 / SEC#: 801-135403

RIA
Registered Investment Advisory firm - (1/1/2026 120-Day Approval)
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Contact information

Main Address
100 S. Fairfax Street, Alexandria, VA 22314
Mailing Address
Phone number
(703) 518-8361
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 012426 (1/24/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PIEDMONT WEALTH MANAGEMENT

CRD#: 340285Culpeper, VA 22701

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