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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED_RES | 2025-07-15 |
| DC | RA | APPROVED | 2017-01-25 |
| VA | RA | APPROVED | 2014-10-06 |
Branch Locations
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
2100 Clarendon Boulevard Suite 511, Arlington, VA 22201 • United States
11401 Lakin Place, Oakton, VA 22124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Oakton | VA | 09/2014 | Present |
NAME OF ENTITY:TRIADVISE; Yes; 2111 WILSON BLVD 8TH FLR #30; ARLINGTON; VA; 22201; FINANCIAL SERVICES; OWNER/PRESIDENT; 3/10/2014; 160; 160; SALE & SERVICE FIXED INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2100 CLARENDON BLVD STE 511; ARLINGTON; VA; 22201; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/18/2014; 20; 2; SALES OF FIXED INSURANCE PRODUCTS| WWW.WHATSYOURANGLE.COM POSITION: Owner NATURE: It's a website with compliance approved educational finance videos. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2023 ADDRESS: 11401 Lakin Place, Oakton VA 22124, United States DESCRIPTION: Video and E-course creation. THE POMS READER: SOCIAL SECURITY E-COURSE POSITION: Creator NATURE: An e-course on Social Security Widow Benefit planning. The course would be hosted on Kajabi and Udemy for $100.00. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/03/2024 ADDRESS: 11401 Lakin Place, Oakton VA 22124, United States DESCRIPTION: Course content creator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-26 |
| S66 | Uniform Combined State Law Examination | 2001-04-27 |
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