Director · Pettyjohn, Wood & White, Inc.
Eric J Sorenson
CRD 6149887 · Named on Form ADV at one SEC-registered adviser
At a glance
Pettyjohn, Wood & White, Inc., an SEC-registered wealth manager based in Lynchburg, VA with $1.0 billion in regulatory assets, lists Eric J Sorenson on its Form ADV as Director.
Firms and roles
- Pettyjohn, Wood & White, Inc.DirectorWealth manager · Lynchburg, VA · $1.0B in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gorham B. WoodChairman of the Board of Directors/president, Pettyjohn, Wood & White, Inc.
- Charles B. WhiteDirector/executive Vice-President, Pettyjohn, Wood & White, Inc.
- Robert R ChapmanDirector, Pettyjohn, Wood & White, Inc.
- Kate W. SiglerChief Compliance Officer, Pettyjohn, Wood & White, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.