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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-06-06 |
Branch Locations
3211 Peoples Dr Suite 110, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
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