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11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-10 |
| VA | RA | APPROVED | 2023-02-28 |
Branch Locations
11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Reston | VA | 06/2018 | Present |
| United We Dream | Washington | DC | 05/2017 | 05/2018 |
| Dickinson College | Carlisle | PA | 08/2013 | 05/2017 |
| Freddy's Frozen Custard & Steakburgers | Fairfax | VA | 12/2016 | 01/2017 |
| Freddy's Frozen Custard & Steakburgers | Fairfax | VA | 05/2018 | 06/2018 |
| Dickinson College | Carlisle | PA | 08/2016 | 03/2017 |
| Buchanan Wealth Management | Reston | VA | 06/2018 | 02/2023 |
| Buchanan Wealth Management | Reston | VA | 02/2023 | Present |
1) 9/26/18- Buchanan Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Reston, VA 2) 3/14/2023 - Buchanan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/28/2023 - 40 Hours Per Month/1 Hours During Securities Trading 3) 3/14/2023 - Buchanan Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 02/28/2023 - 120 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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