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Inactive

Samantha Buchanan

Allegiance Financial Group

Vienna, VA

Wilmington, NC

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Current Employers
Allegiance Financial Group

374 Maple Avenue East Suite 204, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-03
VA RA APPROVED 2026-06-03
  • NC RA
    APPROVED
    Since 2026-06-03
  • VA RA
    APPROVED
    Since 2026-06-03

Branch Locations

374 Maple Avenue East Suite 204, Vienna, VA 22180 • United States

1721 Allens Lane Suite 103, Wilmington, NC 28403 • 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
OrganizationCityStateFromTo
Compass Wealth Management Atlanta GA 05/2025 08/2025
Savannah Quarters Country Club Pooler GA 07/2021 01/2022
American Eagle Pooler GA 02/2021 04/2021
Cvs Rincon GA 12/2020 02/2021
Allegiance Financial Group Advisory Services, Llc Vienna VA 01/2026 Present
Bloomin' Brands Athens GA 02/2022 12/2025
Kfc Rincon GA 09/2020 12/2020
Unemployed Rincon GA 04/2016 08/2020
  • 05/2025 → 08/2025
    Compass Wealth Management
    Atlanta, GA
  • 07/2021 → 01/2022
    Savannah Quarters Country Club
    Pooler, GA
  • 02/2021 → 04/2021
    American Eagle
    Pooler, GA
  • 12/2020 → 02/2021
    Cvs
    Rincon, GA
  • 01/2026 → Present
    Allegiance Financial Group Advisory Services, Llc
    Vienna, VA
  • 02/2022 → 12/2025
    Bloomin' Brands
    Athens, GA
  • 09/2020 → 12/2020
    Kfc
    Rincon, GA
  • 04/2016 → 08/2020
    Unemployed
    Rincon, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01

View on SEC IAPD

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RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
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AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

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