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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-20 |
| VA | RA | APPROVED | 2026-08-20 |
Branch Locations
301 N. Fairfax Street Suite 101 A, Alexandria, VA 22314 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporatd | Alexandria | VA | 08/2016 | 06/2025 |
| Bank Of America, N.A. | Alexandria | VA | 08/2016 | 06/2025 |
| Stifel Independent Advisors | Alexandria | VA | 06/2025 | 08/2026 |
| Equitable Advisors, Llc | Alexandria | VA | 08/2026 | Present |
1. eGOLI Wealth Advisors, LLC; 301 N. Fairfax Street, Ste 101 Alexandria VA 22314; Independent Wealth Advisory firm, affiliated with Stifel Independent Advisors; President and Independent Investment Executive; Run and operate the organization, and manage the wealth of my clients; 06/10/2025; 9 hrs/day; During security trading hours; Investment-Related 2. Innovation in Agriculture and Energy Opportunity Zone Summit Puerto Rico 2025 Planning Committee - hosted by KDM & Associates, LLC; 300 New Jersey Avenue, NW Washington DC, DC 20001; It is an annual conference that is held and the role of the planning committee is to plan and implement the summit, 10/13-15/25; Member of the Summit Planning Committee; Participate in the planning and implementation of the summit; 06/18/2025; 3 hrs/week; Not during security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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