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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| NY | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
| VA | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glassman Wealth Services, Llc | Vienna | VA | 12/2014 | 06/2017 |
| Olio Financial Planning | Mclean | VA | 09/2017 | 12/2024 |
| Virginia Polytechnic Institute & State University | Blacksburg | VA | 08/2017 | 05/2020 |
| Traveling | Falls Church | VA | 07/2017 | 07/2017 |
| Julie Santiago | Falls Church | VA | 03/2021 | 12/2022 |
| Domain Money Advisors, Llc | New York | NY | 01/2025 | Present |
| Foundry Financial Llc | Los Angeles | CA | 03/2025 | Present |
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