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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
8391 Old Courthouse Rd Ste 203, Vienna, VA 22182 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Vienna | VA | 01/2014 | 03/2019 |
| Seia, Llc | Tysons Corner | VA | 04/2019 | 09/2020 |
| Massmutual | Vienna | VA | 09/2020 | 09/2022 |
| Mml Investors Services | Vienna | VA | 09/2020 | 09/2022 |
| Royal Alliance Associates Inc. | Tysons Corner | VA | 04/2019 | 09/2020 |
| Vlp Financial Advisors | Vienna | VA | 10/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SERVICING CLIENT ACCOUNTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2008-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-14 |
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