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Bernardsville, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2026-04-22 |
Branch Locations
Bernardsville, NJ • United States
4040 Civic Center Drive Suite 200 Pmb #3420, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longview Financial Advisors, Llc | San Rafael | CA | 05/2021 | Present |
| Facet Wealth, Inc. | Baltimore | MD | 08/2020 | 05/2021 |
| Armstrong, Fleming & Moore, Inc. | Washington | DC | 04/2020 | 08/2020 |
| Unemployed | Corte Madera | CA | 08/2019 | 04/2020 |
| Medstar Georgetown University Hospital | Washington | DC | 02/2016 | 08/2019 |
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