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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-05-07 |
| TX | RA | APPROVED_RES | 2020-05-01 |
Branch Locations
1676 International Drive Suite 610, Mclean, VA 22102 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mclean | VA | 05/2010 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Wells Fargo Advisors Financial Network, Llc | Reston | VA | 05/2020 | Present |
LII WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; ASHBURN,VA; 100% OWNERSHIP; START DATE 05/01/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; OWNER OF FINET PRACTICE.| BOST GP, LLC; INV RELATED; LEESBURG, VA; 90% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FORMED TO SELL 10% TO 72 GROWTH PARTNERS LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-21 |
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