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3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-13 |
| VA | RA | APPROVED | 2017-11-28 |
Branch Locations
3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers | Bethesda | MD | 01/2011 | 09/2017 |
| Evermay Wealth Management, Llc | Arlington | VA | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-29 |
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