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Greenbrier Financial CRD 341645
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Roanoke, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2010-03-20 |
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