CONCORD WEALTH PARTNERS
CRD #118643 SEC #801-79249 ABINGDON, VA 276-628-5910
SEC Registered
Total AUM
$946M
Discretionary
$946M
Employees
15
Clients
251
Accounts
3,264
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AIKEN, GARY, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| JONES, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| LOPEZ, JONATHAN, WADE | I | PRINCIPAL/DIRECTOR | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONCORD WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ WEALTH MANAGEMENT GROUP, LLC | DE | MANAGING MEMBER | E | Control |
| LOPEZ, JONATHAN, WADE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LOPEZ, JONATHAN, WADE | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| WEATHERLY, JONATHAN, ROBERT | I | CONCORD WEALTH HOLDINGS, LLC | F | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | LOPEZ WEALTH MANAGEMENT GROUP, LLC | E | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
| LOPEZ, JONATHAN, WADE | I | CONCORD WEALTH HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (24)
CA CO CT DC FL LA MA MD MN NC NH NJ NY OH PA RI SC TN TX VA VT WA WI WV
Address
955 WEST MAIN STREETABINGDON, VA 24210-2427
United States
Phone: 276-628-5910