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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-17 |
| PA | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED | 2024-04-30 |
| VA | RA | APPROVED | 2024-04-30 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2015 | 11/2019 |
| State Street Global Advisors Trust Company | Boston | MA | 11/2019 | 12/2022 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 11/2019 | 12/2022 |
| Alps Distributors, Inc. | Denver | CO | 01/2023 | 06/2023 |
| Flx Distribution, Inc. | Bernardsville | NJ | 01/2023 | 06/2023 |
| Fidelity Investments | Scottsdale | AZ | 06/2023 | 04/2024 |
| Range Advisory, Llc | Maclean | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-28 |
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