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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-14 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
8000 Towers Crescent Dr Suite 230, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighter Financial Capital Management, Llc | Reston | VA | 02/2021 | 06/2021 |
| Clark & Associates, Inc. Financial Solutions | Reston | VA | 09/2020 | 06/2021 |
| Clark & Associates, Inc. Financial Solutions | Reston | VA | 01/2020 | 06/2021 |
| Tpgs Federal Solutions | Herndon | VA | 01/2019 | 10/2019 |
| Perspecta | Chantilly | VA | 08/2018 | 01/2019 |
| Keller Williams | Fairfax | VA | 11/2017 | 01/2020 |
| Leidos | Reston | VA | 02/2016 | 08/2018 |
| Amj Financial Wealth Management Llc | Leesburg | VA | 06/2021 | 04/2023 |
| Creative Planning Llc | Overland Park | KS | 04/2023 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
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