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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-27 |
| NY | RA | APPROVED | 2026-08-27 |
| PA | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
| VA | RA | APPROVED | 2026-08-27 |
| WA | RA | APPROVED | 2026-08-14 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
411 108Th Avenue Ne Suite 650, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 07/2015 | 08/2018 |
| Hornor Townsend, & Kent Inc | Horsham | PA | 07/2015 | 08/2018 |
| Moss Adams Wealth Advisors Llc | Seattle | WA | 09/2018 | 06/2024 |
| Unemployed | Seattle | WA | 06/2024 | 12/2024 |
| Fortis Financial Group | Bellevue | WA | 12/2024 | 08/2026 |
| Range Advisory | Mclean | VA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
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