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Current Employers
Brown Edwards Wealth Strategies

828 Main Street Suite 1401, Lynchburg, VA 24504 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-02-16
WV RA APPROVED 2017-02-16
  • VA RA
    APPROVED
    Since 2017-02-16
  • WV RA
    APPROVED
    Since 2017-02-16

Branch Locations

828 Main Street Suite 1401, Lynchburg, VA 24504 • United States

3906 Electric Road, Roanoke, VA 24018 • 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
Dixon Hughes Goodman Llp Roanoke VA 09/1998 01/2017
Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies Roanoke VA 02/2017 Present
Brown Edwards Roanoke VA 02/2017 05/2018
Brown Edwards Roanoke VA 06/2018 Present
  • 09/1998 → 01/2017
    Dixon Hughes Goodman Llp
    Roanoke, VA
  • 02/2017 → Present
    Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies
    Roanoke, VA
  • 02/2017 → 05/2018
    Brown Edwards
    Roanoke, VA
  • 06/2018 → Present
    Brown Edwards
    Roanoke, VA
Previous Registrations
  • 2017-01-03 → 2017-02-13
    Dixon Hughes Goodman Wealth Advisors Llc
    Roanoke, VA
  • 2013-09-25 → 2016-12-31
    Dixon Hughes Goodman Wealth Advisors Llc
    Roanoke, VA
Other Businesses

BROWN, EDWARDS & COMPANY, LLP, 3906 ELECTRIC ROAD, ROANOKE, VA 24018, NON-INVESTMENT RELATED, FEBRUARY 2017 TO PRESENT PRINCIPAL / CPA DEVOTES 40 HOURS PER WEEK MOST OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-25
  • S65 Uniform Investment Adviser Law Examination
    2013-09-25

View on SEC IAPD

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