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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-10 |
| PA | RA | APPROVED | 2024-10-10 |
| TX | RA | APPROVED | 2024-10-10 |
| VA | RA | APPROVED | 2024-10-10 |
Branch Locations
4048 Clarewood Way, Sacramento, CA 95835 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 02/2016 | 05/2020 |
| Bank Of America, N.A. | Walnut Creek | CA | 09/2017 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Berkeley | CA | 05/2020 | 06/2020 |
| Wells Fargo Bank, Na | Berkeley | CA | 05/2020 | 06/2020 |
| Fidelity Investments | Berkeley | CA | 07/2020 | 10/2021 |
| Betterment | New York | NY | 10/2021 | 09/2024 |
| Range Finance Inc | Tysons | VA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-06 |
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