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2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-24 |
Branch Locations
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management Llc | Bethesda | MD | 04/2016 | 08/2017 |
| West Financial Services, Inc. | Mclean | VA | 08/2017 | 05/2023 |
| West Financial Services, Inc. | Mclean | VA | 05/2023 | 04/2026 |
| West Financial Services, Inc. | Mclean | VA | 04/2026 | Present |
Water's Edge Group, the business invests in Real Estate residence homes (Non-security investments), started in July2018. The address of the other business: 10723 Basket Oak Ct. Burke, VA 22015. The nature of the other business: Real Estate Management business. Rod is the President/Co-Owner. He spends approximately 3-5 hours a month devoting to this business and he does not devote anytime to this business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
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