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8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
8150 Leesburg Pike Suite 630, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 06/2018 | 11/2024 |
| Capitol Private Wealth Group | Vienna | VA | 07/2016 | 03/2025 |
| Planning And Prep Consultants Llc | Vienna | VA | 10/2019 | Present |
| Capitol Private Wealth Group | Vienna | VA | 03/2025 | Present |
1) Planning and Prep Consultants. Not Investment Related. 8150 Leesburg Pike, Suite 630,Vienna, VA 22182. Tax Advice and Preparation Services. Owner. Start 10/2019. 20 hours per month not during trading. Prepare income tax returns for individuals/ businesses. Give advice to clients on tax related issues. 2) Shawn Hadian (Proprietor)- Not investment related, 8150 Leesburg Pike, Ste. 630, Vienna, VA 22182. Insurance Services, proprietor. 05/2018 start. 5hr/mo, none during trading. hours. Agent on life, disability, or LTC insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
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