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4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-08 |
| VA | RA | APPROVED | 2020-12-23 |
Branch Locations
2 Boars Head Lane Suite 110, Charlottesville, VA 22903 • United States
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bond Wealth Management, Llc | Charlottesville | VA | 08/2017 | 01/2021 |
| University Of Richmond, Certificate In Financial Planning | Richmond | VA | 06/2016 | 08/2017 |
| Arrowroot Family Office, Llc | Marina Del Rey | CA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-01 |
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