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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-18 |
| PA | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED_RES | 2025-11-17 |
| NY | RA | APPROVED | 2025-11-16 |
Branch Locations
685 Third Ave Floor 30, New York, NY 10017 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Charlotte | NC | 06/2018 | 09/2021 |
| Student | Suffern | NY | 08/2016 | 06/2018 |
| Personal Capital Advisors Corporation | Manhattan | NY | 10/2021 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 05/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2023 | 05/2025 |
| Range Finance, Inc. | New York | NY | 06/2025 | Present |
| Range Advisory, Llc | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-24 |
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