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Current Employers
Acorn Financial Advisory Services, Inc.

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-06-06
  • VA RA
    APPROVED
    Since 2018-06-06

Branch Locations

3211 Peoples Dr Suite 110, Harrisonburg, VA 22801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 09/2010 06/2018
The Strategic Financial Alliance Atlanta GA 06/2018 12/2021
Acorn Financial Advisory Services Reston VA 06/2018 Present
Great Point Capital, Llc Chicago IL 12/2021 Present
  • 09/2010 → 06/2018
    Triad Advisors
    Norcross, GA
  • 06/2018 → 12/2021
    The Strategic Financial Alliance
    Atlanta, GA
  • 06/2018 → Present
    Acorn Financial Advisory Services
    Reston, VA
  • 12/2021 → Present
    Great Point Capital, Llc
    Chicago, IL
Previous Registrations
  • 2010-09-15 → 2018-06-04
    Triad Advisors Llc
    Atlanta, GA
    Harrisonburg, VA
  • 2007-01-03 → 2010-09-17
    Harrisonburg, VA
    Harrisonburg, VA
    New Market, VA
Other Businesses

1)Insurance(life insurance, individual/group health, LTC, medicare supplement, disability, etc.)with various companies; not investment related; 3211 Peoples Dr, Suite 110,Harrisonburg,VA 22801; fixed insurance sales; agent; 11/2003; 1 hour/per month, 0 during trading hours; sell and service fixed insurance policies. 2)Regent Financial Wealth Management LLC; not investment related;3211 Peoples Dr,Suite 110,Harrisonburg,VA 22801;manage business expenses and income;member;9/2010; 2 hours/month, during trading hours; paying office expenses. 3)Acorn Financial Services (Acorn Financial Advisory Services, Inc); investment related; 3211 Peoples Dr, Suite 110, Harrisonburg,VA 22801; registered investment adviser; investment adviser representative; 06/2018; 150 hours/month, 130 during trading; provide financial services to clients. 4)Registered Representative for Great Point Capital, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-29
  • S66 Uniform Combined State Law Examination
    2006-12-29
Other Names
  • Chip Ware

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