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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-01 |
Branch Locations
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
44 Canal Center Plaza Ste 550, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfax County Public Schools | Fairfax | VA | 06/2011 | 02/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2017 | 03/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 09/2017 | 03/2024 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 09/2017 | 03/2024 |
| First Command | Fort Worth | TX | 10/2015 | 09/2017 |
| Verdence Capital Advisors, Llc | Alexandria | VA | 03/2024 | Present |
Name: ACT for Alexandria /// Investment Related /// 201 N Union St Suite 110, Alexandria, VA 22314 /// Nature of business: Community connection for philanthropic giving and engagement /// Position: Board Member - Investment Committee /// Start Date: July 2025 /// 1 hour p/month outside trading hours /// Description of duties: Judge prudence of current investment managers of ACT's DAF
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
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