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828 Main Street Suite 1401, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-07-18 |
Branch Locations
828 Main Street Suite 1401, Lynchburg, VA 24504 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-19 |
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