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1355 Beverly Rd Suite 310, Mclean, VA 22101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
| VA | RA | APPROVED | 2018-10-08 |
Branch Locations
1355 Beverly Rd Suite 310, Mclean, VA 22101 • United States
Mclean, VA • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Lutherville | MD | 02/2009 | Present |
| Mclaughlin Ryder Investments, Inc. | Alexandria | VA | 02/2012 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| 4J Wealth Management | Mclean | VA | 09/2018 | Present |
1. 4J Wealth Management. Investment Related. At registered location. RIA. Partner. 9/2018. 160 hours per month, all during trading. Financial planning, manage portfolios, client advice. 2. Independent Insurance Agent. Investment-related. At registered location. Fixed/Traditional Insurance. Provided insurance based on needs of clients. Started 02/2009. Approximately 4 hours per month, 1 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-12 |
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