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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-27 |
| VA | RA | APPROVED | 2017-03-22 |
Branch Locations
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
9300 West Courthouse Road Suite 303, Manassas, VA 20110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Washington Financial Services Group, Inc | Aldie | VA | 05/2003 | 12/2016 |
| Voya Financial Advisors | Manassas | VA | 01/2004 | 03/2017 |
| Acorn Financial Advisory Services, Inc. | Manassas | VA | 03/2017 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 03/2017 | Present |
| Great Point Capital, Llc | Chicago | IL | 01/2022 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1)ACORN FINANCIAL - INDEPENDENT INSURANCE AGENT;NOT INVESTMENT RELATED;9300 W COURTHOUSE RD #303,MANASSAS, VA 20110;FIXED INSURANCE;INDEPENDENT INSURANCE AGENT;03/22/2017;5/5;SALE OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-06 |
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