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746 Walker Road Suite 16, Great Falls, VA 22066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
| VA | RA | APPROVED | 2023-10-20 |
Branch Locations
746 Walker Road Suite 16, Great Falls, VA 22066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors | Reston | VA | 07/2013 | 07/2019 |
| Goldman Sachs Personal Financial Management | Reston | VA | 07/2019 | 10/2023 |
| Decisionmap Wealth Management, Llc | Reston | VA | 10/2023 | Present |
1) Author; Not Investment Related; Located at Great Falls, VA; Start Date - 1/8/2012; One Hour Per Month; Duties - Writing and promoting books. 2) Licensed Insurance Agent; Investment Related; At Reported Business Location; Fixed Insurance Sales; Insurance Agent; January 1992; 160hrs/month; 160hrs during securities trading hours; Duties - Selling fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-21 |
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