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Great Falls, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-19 |
Branch Locations
1930 Isaac Newton Sq Suite 205, Reston, VA 20190 • United States
Great Falls, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Planning | Reston | VA | 07/2022 | Present |
| Fairfax County Public Schools - Glasgow Ms | Lincolnia | VA | 08/2019 | 06/2022 |
| Arlington County Public Schools - Kenmore Ms | Arlington | VA | 01/2019 | 06/2019 |
| Full-Time Student | Charlottesville | VA | 08/2012 | 12/2018 |
EPE Math Tutoring - provides math tutoring, CEO and founder, started 03/2019. 5 hours/month not during securities trading hours. Independent Financial Education - provides financial education resources, seminars and coaching; Managing Director, started 11/2022, 40 hours/month minimally during trading hours. Insurance brokerage services as a part of Independent Financial Planning, LLC, licensed in 2022, began in 08/2022, exclusively during trading hours, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
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