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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-01 |
| VA | RA | APPROVED | 2023-03-17 |
Branch Locations
30 W. Main Street, Berryville, VA 22611 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark & Associates | Reston | VA | 07/2016 | 07/2017 |
| Kalos Capital | Alpharetta | GA | 07/2017 | 08/2021 |
| Brighter Financial Capital Management, Llc | Reston | VA | 08/2021 | 03/2023 |
| First Light Financial | Berryville | VA | 03/2023 | Present |
(1) CLARK & ASSOCIATES, INC. FINANCIAL SOLULTIONS; INV RELATED; RESTON, VA; INSURANCE AGENT; 07/2016; APPROX 90% OF TIME SPENT IN THIS BUSINESS. (2) KALOS CAPITAL; INV RELATED; ALPHARETTA, GA; ADMIN; 07/2017; MINIMAL TIME IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
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