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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
11800 Sunrise Valley Drive Suite 1425, Reston, VA 20191 • United States
208 S King Street, Leesburg, VA 20175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Investments | Boston | MA | 01/2016 | 06/2017 |
| Amundi Pioneer Asset Management, Inc. | Boston | MA | 07/2017 | 09/2022 |
| Northwest Federal Credit Union | Herndon | VA | 09/2022 | 05/2025 |
| Lpl Financial | Herndon | VA | 09/2022 | 05/2025 |
| Raymond James Financial Services, Inc. | Reston | VA | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Reston | VA | 05/2025 | Present |
Name of Business: Momentum Capitol Wealth Advisors Address: 11800 Sunrise Valley Dr Ste 1425, Reston, VA,20191-5317, Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Investment Related: No Start Date: 05/01/2025, HPM: 21-40, HPM trade hours: 21-40 Duties: Managing Partner, business owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-02 |
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