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Brown Edwards Wealth Strategies CRD 173559
$403M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
828 Main Street Suite 1401, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-01-17 |
| VA | RA | APPROVED | 2020-01-14 |
Branch Locations
810 Southpark Boulevard Suite 201, Colonial Heights, VA 23834 • United States
828 Main Street Suite 1401, Lynchburg, VA 24504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbons & Kawash | Charleston | WV | 01/1999 | 12/2017 |
| Brown Edwards & Co Llp | Charleston | WV | 01/2018 | Present |
| Alliance Wealth Strategies, Llc | Charleston | WV | 01/2020 | 05/2023 |
| Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies | Charleston | WV | 05/2023 | Present |
BROWN, EDWARDS & COMPANY, LLP 300 CHASE TOWER, 707 VIRGINIA STREET EAST, CHARLESTON WV 25301, NON-INVESTMENT RELATED, JANUARY 2018 TO PRESENT PARTNER / CPA DEVOTES 40 HOURS PER WEEK MOST OF WHICH ARE DURING SECURITIES TRADING HOURS.
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