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746 Walker Road Suite 16, Great Falls, VA 22066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-24 |
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 | Great Falls | VA | 07/2013 | 07/2019 |
| Goldman Sachs Personal Financial Management | Great Falls | VA | 07/2019 | 10/2023 |
| Decisionmap Wealth Management, Llc | Reston | VA | 10/2023 | Present |
1) Licensed Insurance Agent; Investment Related; At Reported Business Location; Fixed Insurance Sales; Insurance Agent; January 2002; 160hrs/month; 160hrs during securities trading hours; Duties - Sells fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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