Kelli Jane Vance

Current Employers

Brown Edwards Wealth Strategies

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

WV RA
APPROVED

Since 2020-01-17
VA RA
APPROVED

Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

01/1999 → 12/2017

Gibbons & Kawash

Charleston, WV
01/2018 → Present

Brown Edwards & Co Llp

Charleston, WV
01/2020 → 05/2023

Alliance Wealth Strategies, Llc

Charleston, WV
05/2023 → Present

Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies

Charleston, WV

Other Businesses

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.

Current Employers

Brown Edwards Wealth Strategies

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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