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Todd D Dalton

Greenbrier Financial

Roanoke, VA

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Current Employers
Greenbrier Financial

Roanoke, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-05-14
  • VA RA
    APPROVED
    Since 2026-05-14

Branch Locations

Roanoke, VA • 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
Partners In Financial Planning, Llc Salem VA 09/2011 05/2026
Greenbrier Financial, L.C. Roanoke VA 10/2009 Present
Greenbrier Financial, L.C Roanoke VA 04/2026 Present
  • 09/2011 → 05/2026
    Partners In Financial Planning, Llc
    Salem, VA
  • 10/2009 → Present
    Greenbrier Financial, L.C.
    Roanoke, VA
  • 04/2026 → Present
    Greenbrier Financial, L.C
    Roanoke, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-28
S65 Uniform Investment Adviser Law Examination 2010-03-20
  • S63 Uniform Securities Agent State Law Examination
    2010-08-28
  • S65 Uniform Investment Adviser Law Examination
    2010-03-20
Designations

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY
john aston edmunds
Stephen Berry
Brandon Burk Williams
Brian Barrows
ELIZABETH ROBERTS THOMAS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

More in Roanoke, VA

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