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1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED_RES | 2026-03-23 |
| VA | RA | APPROVED | 2026-03-22 |
Branch Locations
1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preston Wealth Advisors, Llc | Reston | VA | 07/2022 | 10/2024 |
| Mason Investment Advisory Services, Inc. | Reston | VA | 02/2021 | 07/2022 |
| Davidsons | Roanoke | VA | 06/2020 | 02/2021 |
| Jos. A. Bank | Blacksburg | VA | 06/2018 | 08/2019 |
| Radford University | Radford | VA | 08/2013 | 05/2018 |
| Virginia Tech | Blacksburg | VA | 05/2019 | 05/2020 |
| Verdence Capital Advisors, Llc | Alexandria | VA | 10/2024 | 03/2026 |
| Monument Wealth Management | Hyattsville | MD | 03/2026 | Present |
| Town Of Pearisburg | Pearisburg | VA | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-19 |
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