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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-09-18 |
Branch Locations
40 Village Springs Drive Suite 22, Hardy, VA 24101 • United States
1820 Lancaster St, Baltimore, MD 21231 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lopez Wealth Management, Llc | Abingdon | VA | 02/2013 | 09/2017 |
| Unemployed | Hardy | VA | 09/2017 | 11/2017 |
| Lombard Advisers Incorporated | Hardy | VA | 11/2017 | Present |
1.REAL ESTATE OWNERSHIP: COMMERCIAL, 40 VILLAGE SPRINGS DR HARDY,VA.24101, INC:$1 TO $999 / SINGLE FAMILY, 25 LILLY LANE HARDY,VA.24101, INC:$4,000 TO $4,999 . 2.BUSINESS OWNERSHIP: WESTLAKE PARTNERS, PARTNER, PARTNERSHIP TO HOLD BUILDING REAL ESTATE, INC:$1-$999, HRS:1-9. 3.BOARDS OF DIRECTORS: SMITH MTN LAKE BOATING ASSOC, THE PROMOTION OF BOATING SAFETY AND BOATERS RIGHT ON THE WATER, COMP:$0, HRS:1-9.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-15 |
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