John Philip Coleman

Employer firm

Piedmont Wealth Management CRD 340285

$156M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Piedmont Wealth Management

100 S. Fairfax Street, Alexandria, VA 22314 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-02-26

VA RA
APPROVED

Since 2026-02-26

Branch Locations

608 Westwood Office Park, Fredericksburg, VA 22401 • United States

100 S. Fairfax Street, Alexandria, VA 22314 • 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

Organization	City	State	From	To
Commonwealth Business Services	Fredericsburg	VA	08/2006	Present
Piedmont Wealth Management	Culpeper	VA	08/2016	01/2026
Burke & Herbert Wealth Services, Llc	Fredericksburg	VA	01/2026	Present

08/2006 → Present

Commonwealth Business Services

Fredericsburg, VA
08/2016 → 01/2026

Piedmont Wealth Management

Culpeper, VA
01/2026 → Present

Burke & Herbert Wealth Services, Llc

Fredericksburg, VA

Previous Registrations

2016-09-06 → 2026-02-26

Piedmont Wealth Management

Fredericksburg, VA

Other Businesses

NAME: COMMONWEALTH BUSINESS SERVICES INV REL: Y ADD: 608 WESTWOOD OFFICE PARK, FREDERICKSBURG, VA 22401 AND 500 MONTGOMERY STREET SUITE 400 ALEXANDRIA, VA 22314 NATURE: CPA/TAX PREPARATION POSITION: OWNER START DATE: 02/14/2004 NO. HR/MO: 400 NO. HR/MO DURING SEC TRADING: 160

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-06
S63	Uniform Securities Agent State Law Examination	2004-08-27

S65 Uniform Investment Adviser Law Examination

2016-09-06
S63 Uniform Securities Agent State Law Examination

2004-08-27

View on SEC IAPD