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44679 Endicott Dr Suite 301, Ashburn, VA 20147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-02 |
Branch Locations
44679 Endicott Dr Suite 301, Ashburn, VA 20147 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Vienna | VA | 12/2012 | 10/2016 |
| Usaa Financial Planning Services | Vienna | VA | 12/2012 | 10/2016 |
| Lpl Financial, Llc | Ashburn | VA | 10/2016 | 07/2019 |
| Different Investments, Llc F/K/A Horizon Ridge Wealth Management | Ashburn | VA | 10/2016 | Present |
| Finalis Securities Llc | New York | NY | 01/2025 | Present |
| The Superhero's Club Llc | Ashburn | VA | 01/2025 | Present |
1) Sell Side Securities LLC; Investment-related; 44679 Endicott Drive, STE 300, Ashburn, Virginia, 20147; Investment Banking (through Finalis Securities, LLC); Managing Partner (administrative / sales), 12/02/2024, 40 hours per month, 20 hours per month during trading hours. 2) Founders Accounting LLC; Not Investment related; 44679 Endicott Drive STE 300, Ashburn, Virginia, 20147; Bookkeeping and accounting consultancy. Founder (oversee the management of staff and acquire new clients); 01/02/2025; 0-5 hours per month, all during trading hours. 3) Guidestar Holdings LLC; not investment related; 44679 Endicott Drive STE 300, Ashburn, 20147, Virginia.; This is a holding company for tax and legal purposes that owns all of my other companies.; Founder (no duties); 01/01/2021; No devoted time spent on this OBA. 4)The Superhero's Club LLC, not investment related, 44679 Endicott Drive Ashburn Virginia, Management Services Organization, Founder, 07/01/2025, 5,0,Manage company employees across different companies. 4) Horizon Ridge Global, LLC; Non-investment related; 44679 Endicott Drive STE 300, Ashburn, 20147, Virginia; This is a publishing firm that produces educational content published by Jonathan Peyton, such as his book, podcasts, and future masterclasses; Founder (no duties); 03/01/2016; 0-10 hours per month, 0 hours during trading hours. 5) Value Creation Consultancy LLC; Not investment-related; 44679 Endicott Drive STE 300, Ashburn, VA 20147; Business consulting firm; Founder (assist clients with various business consulting needs); oversee other consultants; 01/01/2021; 10-20 hours per month, 5-10 during trading hours. 6) No business name; Investment-related; licensed insurance agent; 10/2017; 0-5 hours per month, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-03 |
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
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