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Valuewealth Services, LLC CRD 304049
$319M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-19 |
Branch Locations
Upper Marlboro, MD • United States
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welocalize Inc | Upper Marlboro | MD | 07/2011 | 07/2023 |
| Valuewealth Services | Annapolis | MD | 10/2023 | Present |
Mr. Buchheister is an independent insurance agent for multiple insurance agencies. In this role Mr. Buchheister transacts in insurance products including annuities. He spends approximately 20 hours a week in this endeavor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-19 |
| S66 | Uniform Combined State Law Examination | 2000-12-19 |
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