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27 West Boscawen Street, Winchester, VA 22601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-05-27 |
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 |
|---|---|---|---|---|
| Invest Financial Corp. | Winchester | VA | 11/2014 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 02/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | 02/2020 |
| Winchester Wealth Management | Winchester | VA | 11/2014 | 11/2017 |
| Lpl Financial, Llc | Winchester | VA | 02/2020 | Present |
| Buttonwood Wealth | Winchester | VA | 05/2020 | Present |
1. 5/14/2020 - BUTTONWOOD WEALTH, LLC - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 1/2020. 2. 6/3/2020 - Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 1/2020 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Buttonwood Wealth, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-14 |
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