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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-18 |
| MD | RA | APPROVED | 2022-08-29 |
| VA | RA | APPROVED | 2021-03-26 |
Branch Locations
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise | White Plains | NY | 05/2019 | 08/2019 |
| Current Bank | New York | NY | 06/2019 | 08/2019 |
| Fhc Wealth Advisors | Paramus | NJ | 02/2019 | 05/2019 |
| Go Financial Group | Rockville | MD | 03/2016 | 08/2017 |
| Axa Advisors | New York | NY | 04/2020 | 06/2020 |
| New York University | New York | NY | 08/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 12/2020 |
| Integrity Consulting & Risk Management | Tel Aviv | 06/2018 | 08/2018 | |
| Acorn Financial Advisory Services, Inc. | Reston | VA | 01/2021 | Present |
| Great Point Capital, Llc | Chicago | IL | 09/2022 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
I am an Investment Adviser Representative (IAR) at Acorn Financial Advisory Services, Inc. The address of Acorn Financial is 1875 Campus Commons Dr, Suite 100, Reston, VA 20191. The start date is Jan 4, 2021. I spend 120 hours per month during normal trading hours and 40 hours per month outside of normal trading hours. This is investment related. I am licensed as a Life and Health Insurance Agent in which I may receive commissions from the sale of insurance products. The address is 1875 Campus Commons Dr, Suite 100, Reston, VA, 20191. The start date and date of my licensing is April 28th, 2020. I spend 4 hours a month during normal trading hours and 2 hours per month outside of normal trading hours. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-28 |
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