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11710 Plaza America Drive Ste 2000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2025-12-02 |
Branch Locations
11710 Plaza America Drive Ste 2000, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reston Wealth Management | Reston | VA | 01/2011 | 11/2025 |
| Grey Kirwan Financial, Llc | Reston | VA | 09/2025 | Present |
| Reston Wealth Management | Reston | VA | 07/2017 | 11/2025 |
| Lpl Financial, Llc | Reston | VA | 11/2000 | 01/2017 |
1. 10/19/2011 - OTHER - NOTARY PUBLIC - AT REPORTED BUSINESS LOCATION - NOTARY PUBLIC IN THE STATE OF VIRGINIA - TIME SPENT 1% - RESTON, VA 2. 01/2017 - INDEPENDENT INSURANCE AGENT - Non-Variable Insurance DBA - INV REL - AT REPORTED BUSINESS LOCATION - Will use for term insurance, long-term care insurance, health and disability insurance - 2% TIME SPENT. 3. 11/2025 - RESTON WEALTH MANAGEMENT - INVESTMENT RELATED - 1984 ISAAC NEWTON SQ W., SUITE 107, RESTON, VA - WEALTH MANAGEMENT - CONSULTANT - 60HRS/MONTH - 2HRS/DAY DURING TRADING HOURS - ADMINISTRATIVE DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-29 |
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