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8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-11 |
| VA | RA | APPROVED | 2017-01-11 |
Branch Locations
San Francisco, CA • United States
8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vest Financial | Mclean | VA | 05/2013 | Present |
| First Dominion Capital Corp | Richmond | VA | 10/2016 | 06/2022 |
| Vest Securities Llc | Mclean | VA | 06/2022 | Present |
1) Vest Financial LLC, 8350 Broad Street, Suite 240, McLean, VA, 22102; Investment Advisory firm; start date 05/2013; Senior VP of Product Management; Approximately 160 hrs per month; 40 hours/week during security trading hours; Duties: Management of Product Management Team, Specialist representing firm strategies to prospects and clients, Conducting research and generating product-related content to support the firm's offerings; Compensated through salary and bonus tied to overall growth of business. 2) Redplate Capital LLC, 15997 Grandview Ave, Monte Sereno, CA 95030; Investment Related; Start date 01/2013; Co-owner; No time currently spent in business as it is co-owned with a parent who handles the business. The business previously held assets for purely investment purposes for the benefit of the two owners. Some angel investing is done through this entity. No compensation received for participation in the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
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