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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
10701 Parkridge Blvd Suite 130, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Falls | VA | 10/2014 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Rockville | MD | 09/2017 | 06/2022 |
| Lee, Sipe And Associates | Rockville | MD | 08/2017 | 06/2022 |
| Serving Those Who Serve | Rockville | MD | 08/2017 | 06/2022 |
| Profeds/Fedimpact | Fox Lake | IL | 08/2018 | 03/2019 |
| Ez Federal Benefits Education | Silver Spring | MD | 04/2019 | 06/2022 |
| Raymond James Financial Services, Inc. | Rockville | MD | 08/2017 | 06/2022 |
| Woodbury Financial Services Inc | Reston | VA | 06/2022 | 01/2024 |
| Actaeon Wealth Management | Reston | VA | 06/2022 | Present |
| Osaic Wealth, Inc. | Reston | VA | 01/2024 | Present |
1) ACTAEON WEALTH MANAGEMENT LLC POSITION: Financial Planner NATURE: LLC investment related INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 06/07/2022 ADDRESS: 10701 Parkridge Blvd, Ste 130, Reston VA 20191, United States DESCRIPTION: Financial Planner 2) PLANWELL FINANCIAL PLANNING POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 10/01/2022 ADDRESS: 10701 Parkridge Blvd, Ste 130, Reston VA 20191, United States DESCRIPTION: Financial planning and education 3) BRENNAN RHULE POSITION: Financial Planner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 10701 Parkridge Blvd, Ste 130, Reston VA 20191, United States DESCRIPTION: Life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-06 |
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