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8350 Broad St. Suite 220, Tyson, VA 22102-5151 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-10-01 |
Branch Locations
8350 Broad St. Suite 220, Tyson, VA 22102-5151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kfa Private Wealth Group | Vienna | VA | 06/2016 | Present |
| First Church Of Christ, Scientist | Alexandria | VA | 07/2005 | 10/2018 |
1) DE State Life Annuity and Health Insurance Agent; Variable time allocated; Various Insurance Agencies. 2) Austin Peay University National Alumni Association; Not Investment Related; 601 College St., Clarksville, TN 37044; President of the Alumni Representative of the Washington DC Chapter.; 07/19/2024; 5 hours Per Month; 1 Hour During Securities Trading Hours; Attend Annual Board Meeting and Create and Attend Alumni Events in and Around Washington DC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-01 |
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