Kent M. Puryear

DOGWOOD CAPITAL

Glen Allen, VA

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CRD#: 4539521

Professional summary

Kent Mcglenn Puryear is a registered financial advisor currently at DOGWOOD CAPITAL, LLC located in Glen Allen, Virginia.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kent has worked at 3 firms and has passed the Series 65 exam.

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.

1. Owner of a Rental Home, Residential Real Estate Landlord (start date 2001) 2. Mortgage Holder for a Real Estate Investor ( Start date 2020) Both businesses above are passive income and financially related. My duties are administrative only and take around 5-8 hours a year, and typically not done during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kent Mcglenn Puryear's 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®

None

Experience

Current

June 9, 2005 - Present

DOGWOOD CAPITAL, LLC

RIA

CRD#: 135230

Glen Allen, VA

Past

April 15, 2003 - September 8, 2004

FRANTZEN CAPITAL MANAGEMENT, INC.

RIA

CRD#: 123503

RICHMOND, VA

Past

March 6, 2000 - April 9, 2003

A&S CAPITAL ADVISORS, INC.

RIA

CRD#: 108827

RICHMOND, 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

Virginia
(6/9/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/2000

Uniform Investment Adviser Law Examination

Current Firm

DOGWOOD CAPITAL, LLC

CRD#: 135230 / SEC#:

Virginia

Registered Investment Advisory firm - (6/9/2005 Approved)

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Contact information

Main Address

Glen Allen, VA

Mailing Address

Phone number

(804) 201-1270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 4,673,712

Red Flags

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

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Kent M. Puryear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kent Mcglenn Puryear's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOGWOOD CAPITAL, LLC

FRANTZEN CAPITAL MANAGEMENT, INC.

A&S CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2000

Current Firm

DOGWOOD CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOGWOOD CAPITAL, LLC

TRUST BUT VERIFY

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