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Reston, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-05-04 |
| VA | RA | APPROVED | 2015-04-08 |
| CA | RA | APPROVED | 2013-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Reston | VA | 12/2013 | Present |
| Continuum Wealth Strategies | Reston | VA | 12/2013 | Present |
1. 1/28/2014 - CONTINUUM WEALTH STRATEGIES, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/30/2014 - CONTINUUM WEALTH STRATEGIES - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Time Spent 90% - RIA. 3. 11/16/2021 - Vail Resorts - Not Investment Related - Beaver Creek Mountain, 210 Offerson Rd, Avon, CO 81620 - Outside/W-2 Employment - Ski Instructor - Started 12/15/2017 - 11 Hours Per Month/9 Hours During Securities Trading - Teach skiing during part of the ski season.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-03 |
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