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27 West Boscawen Street, Winchester, VA 22601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-02-04 |
Branch Locations
27 West Boscawen Street, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiseman Wealth, Llc | Winchester | VA | 08/2012 | Present |
| Buttonwood Wealth, Llc | Winchester | VA | 11/2019 | Present |
1) Wiseman Wealth, investment related, Winchester, VA, Operations Assistant, Start Date 08/2012, approximately 140 hours/month with approximately 140 hours/month during securities trading hours, Duties- portfolio management and client service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-17 |
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