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1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-07 |
| VA | RA | APPROVED | 2012-05-07 |
Branch Locations
1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclean Asset Management | Mclean | VA | 05/2012 | Present |
1) Name: PFNCA; Investment Related: No; Location: 8830 Cameron St #201, Silver Spring, MD 20910; Description of the business: Parkinson's Foundation - Non Profit; Title: Board Member; Responsibilities Duties: Immediate Past Chair; Start date with business: 2020-07-01; Hours devoted to business outside trading hours: 5; 2) Name: McLean Insurance Services, LLC (MIS); Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA22182; Nature of business: Fixed insurance and annuity sales; Title: Licensed Producer; Start Date: March 2021; Approximate Monthly Hours Spent on this Activity: 20; Approximate Monthly Hours Spent on this Activity During Trading Hours: 10; Duties: Point of contact for fixed insurance and annuity products and serves as a resource for assisting clients of McLean Asset Management in identifying appropriate insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
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