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260 Madison Avenue, 8Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-07 |
| MD | RA | APPROVED | 2026-01-07 |
| NC | RA | APPROVED | 2025-05-14 |
| VA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED_RES | 2025-03-27 |
Branch Locations
Washington, DC • United States
260 Madison Avenue, 8Th Floor, New York, NY 10016 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Fairfax | VA | 11/2015 | 11/2020 |
| Tiaa | Fairfax | VA | 11/2015 | 11/2020 |
| Motley Fool Wealth Management | Alexandria | VA | 11/2020 | 02/2025 |
| Tmf Investments | Alexandria | VA | 11/2020 | 08/2024 |
| Re-Envision Wealth | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
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