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955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-30 |
| VA | RA | APPROVED | 2016-09-29 |
Branch Locations
2707 Brambleton Ave Sw, Roanoke, VA 24015 • United States
955 West Main Street, Abingdon, VA 24210-2427 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lopez Wealth Management, Llc | Roanoke | VA | 09/2016 | 10/2017 |
| Mercer / Cpsg Partners | Dallas | TX | 07/2014 | 09/2016 |
| Concord Wealth Partners | Roanoke | VA | 10/2017 | Present |
1) Name of Business: DXC Technology Investment Related: No Address: 5400 Legacy Dr., Plano, TX 75024 Nature of business: Consulting Position: Consultant Duties: SaaS Consulting and Project Coordination Start Date: 09/10/2018 Time Spent with other business: 50% 2) Name of Business: Solution Architects Group, LLC Investment Related: No Address: 5781 Scenic Hills Dr, Roanoke, VA 24018 Nature of business: Software Engineering Position: Founder Duties: Administrative Oversight Start Date: 02/2022 Time Spent with other business: 10 hours/month 3) Name of Business: Self-Employed Solutions, LLC Investment Related: No Address: 2707 Brambleton Ave SW, Roanoke, VA 24015 Nature of business: Bookkeeping Position: Founder Duties: Administrative Oversight Start Date: 01/2024 Time Spent with other business: 5 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-12 |
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