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Account
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8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-17 |
| CA | RA | APPROVED | 2024-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | Downers Grove | IL | 04/2015 | 01/2019 |
| Wheaton College | Wheaton | IL | 05/2013 | 05/2017 |
| Charles Schwab & Co., Inc. | Ladera Ranch | CA | 01/2019 | 06/2024 |
| Charles Schwab Bank, Ssb | Ladera Ranch | CA | 01/2019 | 06/2024 |
| Charles Schwab Trust Bank | Ladera Ranch | CA | 01/2019 | 06/2024 |
| Charles Schwab Investment Advisory | Ladera Ranch | CA | 01/2020 | 12/2021 |
| Vest Financial, Llc | Mclean | VA | 06/2024 | Present |
| Vest Securities, Llc | Mclean | VA | 06/2024 | Present |
1) VEST FINANCIAL, LLC - ADVISORY REPRESENTATIVE WITH MCLEAN, VA BASED INVESTMENT ADVISER; DEVOTES APPROX. 160 HOURS/MO TO ACTIVITY, MOST OF WHICH IS DURING TRADING HOURS; INVESTMENT-RELATED; STARTED JUNE 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
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