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20135 Lakeview Center Plaza #110, Ashburn, VA 20147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-14 |
Branch Locations
20135 Lakeview Center Plaza #110, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester Capital Investors Inc | Johnstown | PA | 05/2015 | 07/2017 |
| Edward Jones | St Louis | MO | 08/2019 | 01/2020 |
| Harmony Inc | Johnstown | PA | 08/2017 | 07/2019 |
| Lpl Financial Llc | Johnstown | PA | 03/2020 | 04/2021 |
| Ameriserv Trust | Johnstown | PA | 03/2020 | 04/2021 |
| Ameriprise Financial Services, Llc | Greensburg | PA | 04/2021 | 08/2021 |
| Tidy Wealth Designs, Llc | Cody | WY | 10/2021 | 04/2023 |
| The Connemara Group | Gaithersburg | MD | 07/2022 | 11/2023 |
| Magellan Federal | Baltimore | MD | 12/2023 | 08/2024 |
| Tidy Wealth Designs, Llc | Virginia Beach | VA | 10/2023 | Present |
| Abich Financial Wealth Management | Ashburn | VA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-07 |
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