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828 Main Street Suite 1401, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-08-24 |
| WV | RA | APPROVED | 2017-05-12 |
| VA | RA | APPROVED | 2017-05-10 |
Branch Locations
828 Main Street Suite 1401, Lynchburg, VA 24504 • United States
636 Shelby Street, Suite 400, Bristol, TN 37620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown, Edwards & Company, Llp | Bristol | TN | 11/2015 | Present |
| Alliance Wealth Strategies, Llc | Roanoke | VA | 05/2016 | 11/2017 |
| Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies | Bristol | TN | 12/2017 | Present |
BROWN, EDWARDS & COMPANY, LLP 636 SHELBY STREET, SUITE 400, BRISTOL, TN 37620, NON-INVESTMENT RELATED, NOVEMBER 2015 TO PRESENT PARTNER / CPA DEVOTES 40 HOURS PER WEEK MOST OF WHICH ARE DURING SECURITIES TRADING HOURS. MEMBER OF BEC VENTURES, LLC AND LLC MEMBER, NON INVESTMENT RELATED. ENTITY STARTED IN OCTOBER 2015 AND OWNERSHIP BEGAN AT NOVEMBER 2015. 513 STATE STREET, BRISTOL, VA 24201 SHAREHOLDER OF THE BUILDING AT THE SAME LOCATION. LESS THAN 1 HOUR PER MONTH DEDICATED TO THIS ACTIVITY DURING SECURITY TRADING HOURS AND VOTING IS THE ONLY DUTY ASSOCIATED WITH THIS VENTURE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
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