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G•••• C•••
- Title
- Financial Advisorreportedbuchananwealth.comfirm site, Sep 16, 2026
- Designations
- CFPreportedbuchananwealth.comas printed on the bio page, Sep 16, 2026
- Business email
- ••• Lockedreportedbuchananwealth.comfirm site, Sep 16, 2026
- Professional profile
- ••• Lockedreportedbuchananwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••••• W••••• M••••••••• independent RIA currentsince Feb 28, 2023 · Reston, Va
- L•• F•••••••• L•• BD affiliatedMar 29, 2019 to Feb 1, 2022 · Reston, Va
- L•• F•••••••• L•• to B••••••• W••••• M•••••••••left Feb 1, 2022, registered Feb 28, 2023 (392 days) · Affiliated broker-dealer or bank to independent RIA
- ••• LockedFeb 1, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address