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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 2022-07-18
  • VA RA
    APPROVED
    Since 2022-07-18

Branch Locations

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

Midlothian, 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
Gregg & Bailey, P.C. Midlothian VA 11/1996 12/2020
1St Global Capital Corp. Midlothian VA 11/1998 10/2019
1St Global Advisors, Inc. Midlothian VA 05/1999 10/2019
Avantax Insurance Services, Inc. Midlothian VA 03/2004 06/2022
Avantax Investment Services, Inc. Midlothian VA 10/2019 06/2022
Avantax Advisory Services Midlothian VA 10/2019 06/2022
Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies Lynchburg VA 06/2022 Present
Brown, Edwards & Company, Llp Richmond VA 01/2021 05/2023
Brad Bailey, Cpa, Pllc Midlothian VA 09/2023 Present
Towne Bank For Chesterfield County Chesterfield VA 01/2023 Present
  • 11/1996 → 12/2020
    Gregg & Bailey, P.C.
    Midlothian, VA
  • 11/1998 → 10/2019
    1St Global Capital Corp.
    Midlothian, VA
  • 05/1999 → 10/2019
    1St Global Advisors, Inc.
    Midlothian, VA
  • 03/2004 → 06/2022
    Avantax Insurance Services, Inc.
    Midlothian, VA
  • 10/2019 → 06/2022
    Avantax Investment Services, Inc.
    Midlothian, VA
  • 10/2019 → 06/2022
    Avantax Advisory Services
    Midlothian, VA
  • 06/2022 → Present
    Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies
    Lynchburg, VA
  • 01/2021 → 05/2023
    Brown, Edwards & Company, Llp
    Richmond, VA
  • 09/2023 → Present
    Brad Bailey, Cpa, Pllc
    Midlothian, VA
  • 01/2023 → Present
    Towne Bank For Chesterfield County
    Chesterfield, VA
Previous Registrations
  • 2019-10-25 → 2022-07-22
    Avantax Advisory Services
    Irving, TX
  • 1999-05-11 → 2019-10-25
    1St Global Advisors Inc
    Midlothian, VA
Other Businesses

1.) RENTAL PROPERTY | 15871 CITY VIEW DRIVE, SUITE 302, MIDLOTHIAN, VA 23113 | POSITION: OWNER | RENTAL REAL ESTATE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 | START DATE: 07/01/2007 | REAL ESTATE LESSOR OF BUILDING OF CPA PRACTICE 2.) BRAD BAILEY, CPA, PLLC | 2010 GAMELAW COURT, MIDLOTHIAN, VA 23113 | POSITION: MEMBER | ACCOUNTING FIRM | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 HOURS PER WEEK MOST OF WHICH ARE DURING SECURITIES TRADING HOURS | START DATE: 09/2023 | PROVIDES CFO SERVICES 3.) TOWNE BANK FOR CHESTERFIELD COUNTY | 9961 IRON BRIDGE ROAD, CHESTERFIELD, VA 23832 |POSITION: ADVISORY BOAD | INVESTMENT RELATED: NO | NUMBER OF HOURS: MEET SIX TIMES PER YEAR FOR 2-3 HOUR MEETINGS MOST OF WHICH ARE NOT DURING SECURITIES TRADING HOURS | START DATE: 01/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-01-19
  • S66 Uniform Combined State Law Examination
    1999-01-19
Other Names
  • Brad Bailey

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