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1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-15 |
| MD | RA | APPROVED | 2021-03-19 |
| VA | RA | APPROVED | 2013-02-26 |
Branch Locations
1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Alexandria | VA | 05/2008 | 12/2018 |
| Monument Wealth Management | Alexandria | VA | 02/2013 | Present |
1) Community Foundation; not investment-related; 2940 Hunter Mill Rd, Suite 201, Oakton, VA 22124; non-profit foundation; Director; started 07/2019; approximately 2 hours per month, all during securities trading hours; Chair, Investment Committee, Director, Board. 2) Moments in Leadership, LLC; not investment-related; i.1940 Duke Street, Suite 6100, Alexandria, VA 22314; podcast; Owner and Operator; started 01/2021; approximately 5 hours per month, zero hours during securities trading hours; host and producer of the podcast. 3) Outrage LLC; not investment-related; i.1940 Duke Street, Suite 6100, Alexandria, VA 22314; charter boat sightseeing; Owner and Operator; started 12/2025; approximately 5 hours per month, zero hours during securities trading hours; operate charter boat.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-17 |
| S66 | Uniform Combined State Law Examination | 1999-11-16 |
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