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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED_RES | 2026-08-11 |
| VA | RA | APPROVED | 2025-06-11 |
Branch Locations
6225 Brandon Ave Ste 140, Springfield, VA 22150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prince William County Schools | Manassas | VA | 08/2015 | 01/2017 |
| Unemployed | Manassas | VA | 02/2017 | 10/2017 |
| Prince William County Schools | Manassas | VA | 10/2017 | 01/2019 |
| Unemployed | Manassas | VA | 02/2019 | 10/2022 |
| Prince William County Schools | Manassas | VA | 10/2022 | Present |
| North West Financial Advisors Llc | Herndon | VA | 06/2024 | 03/2025 |
| Lpl Financial | Herndon | VA | 06/2024 | 03/2025 |
| Navy Federal Financial Group, Llc | Vienna | VA | 06/2025 | 03/2026 |
| Navy Federal Investment Services, Llc | Vienna | VA | 06/2025 | 03/2026 |
| Unemployed | Manassas | VA | 03/2025 | 06/2025 |
| Navy Federal Financial Group, Llc | Springfield | VA | 03/2026 | Present |
| Navy Federal Investment Services, Llc | Springfield | VA | 03/2026 | Present |
Name: Prince William County Schools, NOT investment related 14715 Bristow Rd. Manassas, VA 20112, education Education Volunteer/Substitute/Temporary Volunteer October 2022 0-4 hours/month 0-4 hours during securities trading hours I volunteer in classroom setting to assist teachers and staff while in the presence of minors attending school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-22 |
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