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10740 Parkridge Blvd. Suite 150, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-28 |
Branch Locations
10740 Parkridge Blvd. Suite 150, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stone Ridge | VA | 03/2015 | 06/2022 |
| Bank Of America, N.A. | Stone Ridge | VA | 09/2016 | 06/2022 |
| Wealthspire Advisors | Potomac | MD | 06/2022 | 10/2025 |
| Hopwood Financial Services, Inc. | Reston | VA | 11/2025 | Present |
MK HEAVY, LLC / NOT INVESTMENT-RELATED / 656 ALABAMA DR., HERNDON, VA 20170 / NATURE OF BUSINESS: 18-WHEELER SLEEPER TRUCK RENTAL /POSITION: OWNER / START DATE: JANUARY 1, 2025 / 0.5 HRS PER MONTH / 0 HRS DURING TRADING HRS / DUTIES: SUPERVISION OF BUSINESS OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
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