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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-23 |
Branch Locations
6844 Old Dominion Dr, Mclean, VA 22101 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rt Wealth Management Group, Llc | Lorton | VA | 01/2013 | Present |
| Townplace Suites Marriott | Chantilly | VA | 01/2013 | 07/2016 |
| Voya Financial Advisors | Lorton | VA | 09/2014 | 06/2021 |
| Residence Inn Arlington Capital View | Arlington | VA | 07/2016 | 07/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 12/2024 |
| Residence Inn Arlington Pentagon City | Arlington | VA | 08/2018 | 09/2020 |
| Residence Inn Marriott Fairfax City | Fairfax | VA | 08/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 01/2025 | Present |
| Wells Fargo Bank, Na | Mclean | VA | 01/2025 | Present |
RESIDENCE INN MARRIOTT FAIRFAX CITY; NOT INVESTMENT RELATED: ARLINGTON, VA; HOSPITALITY; NIGHT AUDITOR; START DATE 03/16/2025; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; CHECK GUEST IN AND OUT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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