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7901 Jones Branch Drive Suite 230, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-18 |
| VA | RA | APPROVED | 2026-05-18 |
Branch Locations
7901 Jones Branch Drive Suite 230, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2005 | 03/2023 |
| Centurion Wealth Management, Llc | Mclean | VA | 05/2026 | Present |
| Centurion Wealth Management, Llc | Mclean | VA | 05/2026 | Present |
| Eaglestone Wealth Advisors Inc | Rockville | MD | 04/2023 | 08/2025 |
| Deutsche Bank Americas | New York | NY | 04/2022 | 12/2022 |
| Family Office | Cancun, Quintana Roo | 01/2017 | 02/2022 | |
| Jp Morgan Via Kforce | New York | NY | 05/2016 | 04/2017 |
| Emerson Equity Llc | San Mateo | CA | 08/2023 | Present |
| Onyx Bridge Wealth Group Llc | Rockville | MD | 09/2025 | 04/2026 |
1) North Bethesda United Methodist Church. Investment Committee. Review investment performance and allocations directed by outside discretionary manager. Voluntary work, receive no commissions. 2) Emerson Equities CRD# 130032 Occasionally allocate client's assets to alternative offerings available via Emerson Equities. There may be fees associated, with an investment but as a rule I avoid those fees as much as possible by means of selecting appropriate share class. As of this date I have not received a single fee associated with this role, though I have allocated assets for multiple clients. 3) CENTURION WEALTH MANAGEMENT-INVESTMENT RELATED, 7901 JONES BRANCH DR., SUITE 230, MCLEAN, VA 22102, SEC REGISTERED INVESTMENT ADVISOR, DIRECTOR OF PORTFOLIO MANAGEMENT, RESPONSIBLE FOR MODEL ASSET ALLOCATION AND TRADE EXECUTION. HEAD OF RESEARCH AND INVESTMENT COMMITTEE, 160 HRS PER MONTH, 7 HOURS DURING SECURITIES TRADING HOURS, 05/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S66 | Uniform Combined State Law Examination | 2006-07-24 |
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