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27 West Boscawen Street, Winchester, VA 22601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-06-18 |
Branch Locations
27 West Boscawen Street, Winchester, VA 22601 • United States
101 W Cork St., Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Strategies Group, Llc | Charlottesville | VA | 06/2008 | 10/2018 |
| Abod & Associates | Rockville | MD | 01/2008 | 12/2017 |
| Buttonwood Wealth | Winchester | VA | 06/2020 | Present |
| Cst Group | Reston | VA | 08/2015 | 10/2016 |
| Pugliese & Company, Llc | Winchester | VA | 01/2013 | Present |
| Grossberg Company | Bethesda | MD | 01/2018 | 06/2018 |
| Warring & Company, Llc | Rockville | MD | 07/2018 | 06/2020 |
| Eaglestone Wealth Advisors, Inc | Rockville | MD | 07/2018 | 06/2020 |
1) Pugliese & Company, LLC, not investment related, Winchester, VA, Accounting Firm, Managing Member, Start Date 01/2013, approximately 160 hours/month with 160 hours/month devoted during securities trading hours
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