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1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| VA | RA | APPROVED | 2013-02-19 |
Branch Locations
1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burney Investment Services, Inc | Vienna | VA | 03/2012 | Present |
| Burney Company | Falls Church | VA | 08/2016 | 03/2021 |
| Burney Company Dba Bowman Daley Investment Advisors, Llc | Reston | VA | 02/2023 | Present |
Navy Federal Credit Union; started 03/08/2021; Not investment-related; 40 hours per week; Principal Data Scientist (as of 11/11/2024), Savings and Membership\Debit Card Analytics; Kevcat Solutions, Inc, Owner; started 04/15/2021; Not investment related; 1 hour per week; IT Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-16 |
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