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27 West Boscawen Street, Winchester, VA 22601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-13 |
| VA | RA | APPROVED | 2020-01-22 |
Branch Locations
27 West Boscawen Street, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Winchester | VA | 06/2008 | Present |
| Wiseman Wealth, Llc (Dba:WIseman & Associates Wealth Management) | Winchester | VA | 05/2014 | 01/2020 |
| Buttonwood Wealth | Winchester | VA | 11/2019 | Present |
1. 10/19/2018 - Buttonwood Wealth - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:08/01/2018 - 5 Hours Per Month/0 Hours During Trading. 2. 2/12/2020 - Trubar, LLC - Investment Related - 27 West Boscawen Street, Winchester, VA 22601 - Real Estate Rental - Started 11/04/2019 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 2/19/2020 - Buttonwood Wealth LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/12/2020 - 151 Hours Per Month During Securities Trading - I provide investment advisory services through Buttonwood Wealth LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 151 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. 4. 2/19/2020 - Buttonwood Wealth LLC - DBA: (Hybrid) Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/12/2020 - 151 Hours Per Month During Securities Trading. 5. 2/26/2020 - Buttonwood Wealth, LLC - Started (Hybrid) Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/09/2018 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-31 |
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