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955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-02-17 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lopez Wealth Management Llc | Abingdon | VA | 06/2015 | 10/2017 |
| Concord Wealth Partners | Abingdon | VA | 10/2017 | Present |
ZRH Holdings, LLC; not investment related; 955 W. Main Street, Abingdon, VA 24210; Manufacturing; Member/shareholder on Board of Directors; start date: 07/2024; 2 hours/month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-22 |
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