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118 E Virginia Ave., Vinton, VA 24179 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Financial Planning, Inc. | Roanoke | VA | 11/2017 | 06/2022 |
| Villa Heights Baptist Church | Roanoke | VA | 01/2012 | 11/2017 |
| Daniel's Painting | Roanoke | VA | 06/2016 | Present |
| Upward Financial Planning Llc | Roanoke | VA | 04/2022 | Present |
| Chimney Works | Roanoke | VA | 04/2024 | Present |
Daniel Colston currently owns Daniel's Painting, LLC. This activity accounts for approximately 10% of his time. He also owns Chimney Works and is CEO. He only works in this company as a high level strategist and consultant. This activity accounts for about 10% of his working hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
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