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8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-14 |
Branch Locations
8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Vienna | VA | 01/2004 | 09/2016 |
| Capitol Private Wealth Group Llc | Vienna | VA | 09/2016 | Present |
1) Self employed musician; 2) Lundegard LLC - Tax Preparation Services and LLC for business expenses - Owner - 81833 Leesburg Pike, Suite 780, Vienna, VA - Started 2019 - non-investment related - 5 hours a month during non-trading hours 3) Lundegard Properties LLC - Rental Real Estate Investments- Owner - 13 Sunset Dr., Alexandria, VA - Started in 2020 - approximately 1 hour a month during non-trading hours 4) Duke Patrick Properties LLC - Rental Real Estate Investments - Owner - 1001 Duke St., Alexandria, VA - Started in 2021 - approximately 1 hour a month during non-trading hours 5) La Plata Properties LLC, Rental Real Estate Investments - Owner - 109 St. Mary's Ave., La Plata, MD - Started in 2021 - approximately 1 hour a month during non-trading hours 6) Bel Alton Properties LLC - Rental Real Estate - Owner - 9635 Bel Alton Newtown Rd., Bel Alton, MD - Started 2021, approximately 1 hour a month during non-trading hours 7) The Swedish Jazz - Founder and Performing Musician - Concerts 2653 Park Tower Drive, Vienna, VA - Started in 2009 - - non-investment related - 10 hours a month during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-25 |
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