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1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| VA | RA | APPROVED | 2025-06-06 |
Branch Locations
1812 N Moore St Suite 1820, Arlington, VA 22209 • United States
1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Washington | DC | 02/2020 | 04/2023 |
| Fairwinds Partners | Washington | DC | 03/2019 | 02/2020 |
| Strategic Investment Group | Arlington | VA | 03/2017 | 03/2019 |
| Cambridge Associates | Arlington | VA | 10/2013 | 03/2017 |
| Bernstein Private Wealth Management | Washington | DC | 05/2023 | 06/2025 |
| Johnson Financial Group Llc Dba Jfg Family Office | Arlington | VA | 06/2025 | Present |
| Jfg Wealth Management Llc | Arlington | VA | 06/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-16 |
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