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215 N. Main Street Suite 1040, West Bend, WI 53095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-11 |
Branch Locations
10321 Solar Way, Charlotte, NC 28278 • United States
215 N. Main Street Suite 1040, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alexandria | VA | 07/2014 | 11/2016 |
| Burke And Herbert Wealth Management | Alexandria | VA | 07/2014 | 11/2016 |
| Financial Services Advisory | Rockville | MD | 11/2016 | 11/2018 |
| Sherman Wealth Mgmt | Gaithersburg | MD | 11/2018 | 02/2019 |
| Client First Investment Management Llc | Sterling | VA | 07/2019 | Present |
| Unemployed | Sterling | VA | 01/2019 | 07/2019 |
| Client First Tax And Wealth Advisors | West Bend | WI | 08/2019 | Present |
| Client First Investment Management Llc | Charlotte | NC | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-07 |
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