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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-03-22 |
Branch Locations
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
9300 W Courthouse Road #307, Manassas, VA 20110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Margaret Swinney | Manassas | VA | 01/2000 | Present |
| Voya Financial Advisors, Inc. | Manassas | VA | 03/1998 | 03/2017 |
| Acorn Financial Advisory Services, Inc. | Manassas | VA | 03/2017 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 03/2017 | Present |
-1-Name: Acorn Financial Position: Agent Nature: Sale of Fixed Life insurance Investment Related: No Hours: 10nSecurities Trading Hours: 1 Start Date: 03/23/2017 Address: 9300 W Courthouse Road, #205, Manassas VA 20110, United States Description: Life Sales -2- Name: Swinney Position: Owner/Sole Proprietor Nature: Rental Property101 Bent Tree Drive #29Daytona, Beach, Fl 32114We rent out this condo to Emilie Raistrick for $650 a month. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 12/01/2022 Address: 13322 Fieldstone Way, Gainesville VA 20155, United States Description: Collect rent, Maintain property -3- Name: Swinney Financial, LLC Position: Owner/Sole Proprietor Nature: Financial Services Investment Related: No Hours: 1nSecurities Trading Hours: 0 Start Date: 04/01/2023 Address: 13322 Fieldstone Way, Gainesville VA 20155, United States Description: Managing the LLC-Books and records
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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