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Matthew Stewart Buchanan

Buchanan Wealth Management

Reston, VA

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Current Employers
Buchanan Wealth Management

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-18
TX RA APPROVED 2022-01-30
  • VA RA
    APPROVED
    Since 2024-11-18
  • TX RA
    APPROVED
    Since 2022-01-30

Branch Locations

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Reston VA 12/2002 Present
Buchanan Wealth Management, Llc Reston VA 01/2022 Present
  • 12/2002 → Present
    Reston, VA
  • 01/2022 → Present
    Buchanan Wealth Management, Llc
    Reston, VA
Previous Registrations
  • 2003-06-03 → 2023-02-28
    Reston, VA
    Reston, VA
    Olney, MD
    Reston, VA
Other Businesses

(1) 7/7/2014: REAL ESTATE RENTAL - OWNER OF REAL PROPERTY. - 1 HOUR PER MONTH - RESTON, VA. (2) 3/14/2023 - Buchanan Wealth Management, LLC - DBA: (Hybrid) Buchanan Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/01/2022 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Buchanan Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 06/13/2023 - Buchanan Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/01/2009 - 150 Hours Per Month/ 150 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-14
  • S66 Uniform Combined State Law Examination
    2003-04-14

View on SEC IAPD

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