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3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-02 |
Branch Locations
3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Jacksonville | FL | 04/2021 | 03/2022 |
| University Of North Florida | Jacksonville | FL | 08/2016 | 05/2020 |
| River Capital Advisors | Jacksonville | FL | 11/2017 | 03/2021 |
| Dynamic Wealth Advisors | Phoenix | AZ | 03/2022 | 11/2024 |
| Evermay Wealth Management, Llc | Arlington | VA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-12 |
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