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7880 Backlick Road Suite One, Springfield, VA 22150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-07-13 |
| TX | RA | APPROVED | 2019-09-09 |
| MD | RA | APPROVED | 2015-04-02 |
| VA | RA | APPROVED | 2008-02-07 |
Branch Locations
7880 Backlick Road Suite One, Springfield, VA 22150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2007 | Present |
| Wealthcrest Financial Services, Llc | Fairfax Station | VA | 02/2008 | Present |
1) USMA CLASS OF 1958 ENDOWMENT BOARD, WEST POINT, NY, BOARD MEMBER, NIR, 4 HRS/YR 0 HRS/YR TRADING. 2) WEALTHCREST EDUCATIONAL SERVICES LLC, 7880 BACKLICK RD, STE 1, SPRINGFIELD, VA, 1/2008, COURSE DIRECTOR, EDUCATIONAL SERVICES, NIR, 20 HRS/MO, 20 HRS/MO TRADING. 3) PLANNING INC, 7010 LITTLE RIVER TURNPIKE, SUITE 140, ANNANDALE, VA, 1/2016, INSTRUCTOR, NIR, 14 HRS/MO 14 HRS/MO TRADING. 4) WEALTHCREST FINANCIAL SERVICES, 7880 BACKLICK DR, STE 1, SPRINGFIELD, VA, 10/2007, AS ADVISORY REP OF A RIA, INV REL, 160 HRS/MO, 40 HRS/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-03 |
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