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100 Church Street Suite 500, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2018-09-18 |
| MO | RA | APPROVED | 2017-09-01 |
| WA | RA | APPROVED | 2017-08-30 |
| AZ | RA | APPROVED | 2017-08-29 |
| PA | RA | APPROVED | 2017-08-29 |
| VA | RA | APPROVED | 2015-01-02 |
Branch Locations
8065 Leesburg Pike Suite 300, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point Capital, Llc | Vienna | VA | 01/2015 | Present |
| Keel Point, Llc | Vienna | VA | 01/2015 | Present |
1. America World Adoption: Christian International Adoption Agency(Not Investment Related) 6723 Whittier Ave. McLean, Va 22101 Board of Directors Start Date: 7/25/2019; 1 hour/month; 0 hours during securities trading hours Duties may include non-compensatory advice regarding endowment fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-23 |
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