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2762 Electric Road Suite C, Roanoke, VA 24018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-02-24 |
| VA | RA | APPROVED | 2025-02-18 |
Branch Locations
2762 Electric Road Suite C, Roanoke, VA 24018 • United States
242 Main Street, Tazewell, VA 24651 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peakvalley Wealth, Llc | Roanoke | VA | 02/2025 | Present |
| Dr. Steven D. Lutz Dds Pc | Tazewell | VA | 09/2019 | Present |
| United States Air Force | Lexington | VA | 06/2016 | 08/2019 |
| Town Of Tazewell | Tazewell | VA | 01/2023 | Present |
| Peakvalleywealth, Llc | Roanoke | VA | 01/2025 | 02/2025 |
1) Dr. Steven D. Lutz DDS PC; not inv rel; Tazewell, VA; Dental Office; Manager; 09/2019; approx. 60 hrs/mo; approx 25% of time 2) Town of Tazewell; not inv rel; Tazewell, VA; Municipal Govt; Council Member; 01/2023; approx. 15 hrs/mo; trading; 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
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