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2762 Electric Road Suite C, Roanoke, VA 24018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2019-06-26 |
| VA | RA | APPROVED | 2019-06-18 |
Branch Locations
2762 Electric Road Suite C, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peakvalley Wealth, Llc | Roanoke | VA | 05/2019 | Present |
| Peakvalley Wealth, Llc | Roanoke | VA | 10/2018 | Present |
| Brogdon Machine, Inc. | Blue Springs | MO | 11/2015 | Present |
| Rodan + Fields | Salem | VA | 09/2015 | 01/2023 |
| Comcast Spotlight | Roanoke | VA | 07/2012 | 07/2018 |
| Erin Muterspaugh | Roanoke | VA | 08/2011 | 09/2023 |
| Peakvalley Insurance, Llc | Roanoke | VA | 09/2023 | Present |
(1)Brogdon Machine, Inc.; Blue Springs, MO; non-investment related; minority owner; start date 11/2015; approximately 0 hours per month; approximately 0 hours during trading hours (2)PeakValley Insurance, LLC; Yes; Roanoke, VA; Insurance services; Insurance Agent; 09/2023; 5/MO; 5/MO (3)Run for Donuts 5k and Fun Run; No; Salem, VA; Non-profit; Board Member; 03/2016; 2/MO; 1/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-22 |
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