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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-10 |
Branch Locations
2180 Immokalee Rd. #206, Naples, FL 34110 • United States
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Financial Group | Naples | FL | 11/2021 | Present |
| Dunn's Financial Review | Naples | FL | 08/2019 | 10/2021 |
| Victoria Group | Novi Sad | 10/2008 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
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