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200 Spring Street Suite 120, Herndon, VA 20170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-10-30 |
Branch Locations
200 Spring Street Suite 120, Herndon, VA 20170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Long And Foster Real Estate, Inc. Commercial Div | Vienna | VA | 11/2014 | Present |
| Lpl Financial, Llc | Herndon | VA | 10/2016 | Present |
| Northwest Financial Advisors, Llc | Herndon | VA | 09/2016 | Present |
1) 9/11/2018 - Northwest Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Start Date: 09/12/2016 - 80 Hours Per Month/80 Hours During Securities Trading - I provide administrative services through Northwest Financial Advisors., an independent investment advisor firm. I started this business activity in Jan 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 11/5/2019 - Northwest Financial Advisors, LLC - Investment Related - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-17 |
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