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Fort Washington, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-06 |
| VA | RA | APPROVED | 2022-07-22 |
| TX | RA | APPROVED_RES | 2021-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Financial Services, Inc. | Mclean | VA | 10/2014 | 05/2020 |
| Wealthcare Financial Group, Inc. | Atlanta | GA | 05/2020 | 06/2020 |
| Omega Wealth Management | Arlington | VA | 07/2020 | 09/2021 |
| Wise Financial Counsel, Llc | Fort Washington | MD | 11/2017 | Present |
1. GIGS Music Productions, LLC (President) Non-investment related Started: 5/2018 5 Hours/month Promote songwriting and music distribution services 2. WE R WISE, Inc. (President) Non-profit; non-investment related Started: 8/2019 2 Hours/month Oversee and participate in networking, professional development and support activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-14 |
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