MULLINS INVESTMENT SERVICES, LLC
Legal name: PIEDMONT WEALTH MANAGEMENT
CRD #155899 SEC #801-129622 CULPEPER, VA 540-317-5372
SEC Registered
Total AUM
$128.4M
Discretionary
$125.7M
Employees
2
Clients
26
Accounts
500
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MULLINS, JAMES, QUINTIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER | E | Control |
| MULLINS, JAMES, QUINTIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER | E | Control |
| MULLINS, JAMES, QUINTIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER | E | Control |
| MULLINS, JAMES, QUINTIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| MULLINS, JAMES, QUINTIN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 2, 2025 REGISTERED
Notice Filings (4)
MD NH TX VA
Address
131 W. DAVIS STREETCULPEPER, VA 22701
United States
Phone: 540-317-5372