Tina B. Hall

BONWELL CAPITAL MANAGEMENT

Richmond, VA 23226

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CRD#: 4842399

Professional summary

Tina Byrnes Hall is a registered financial advisor currently at BONWELL CAPITAL MANAGEMENT, LLC located in Richmond, Virginia.

Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tina has worked at 4 firms and has passed the Series 66 and Series 7 exams.

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 Tina Byrnes Hall'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

February 4, 2008 - Present

BONWELL CAPITAL MANAGEMENT, LLC

Office #1: 5700 West Grace Street Suite 107, Richmond, VA 23226

RIA

CRD#: 139236

Richmond, VA

Past

March 13, 2006 - June 12, 2006

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

RICHMOND, VA

Past

January 5, 2006 - June 12, 2006

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

CHARLOTTE, NC

Past

October 28, 2004 - December 21, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 28, 2004 - December 21, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(2/4/2008)

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 66

Date: 1/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/26/2004

General Securities Representative Examination

Current Firm

BONWELL CAPITAL MANAGEMENT, LLC

CRD#: 139236 / SEC#: 801-68776

RIA

Registered Investment Advisory firm - (7/12/2012 Terminated)

Florida

Registered Investment Advisory firm - (9/20/2018 Approved)

Texas

Registered Investment Advisory firm - (2/14/2012 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (4/23/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5700 West Grace Street Suite 107, Richmond, VA 23226

Mailing Address

Phone number

(804) 285-1546

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	222
AUM (Assets Under Management)	$ 98,089,579

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.

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Tina B. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Byrnes Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONWELL CAPITAL MANAGEMENT, LLC

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2005

Series 7

Date: 10/26/2004

Current Firm

BONWELL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BONWELL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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