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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-12 |
Branch Locations
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acorn Financial Advisory Services, Inc. | Reston | VA | 07/2021 | Present |
| Nova Estate Planning | Arlington | VA | 03/2020 | Present |
| Acorn Estate Planning | Reston | VA | 08/2017 | 03/2020 |
| Student/Unemployed | Arlington | VA | 07/2011 | 08/2017 |
Attorney/Owner of NOVA Estate Planning, PLLC, an estate planning and administration law firm. I am also a notary to provide my legal clients with that service at no charge as part of my engagements. I am compensated on a mix of flat-fee and hourly engagements for services rendered. I have also filed the name RVA Estate Planning, PLLC with the state corporation commission to conduct the same business operations in the Richmond metro area in addition to the operations I already conduct in the northern parts of the state of Virginia. Compensation will be handled the same way it is done for my current law firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-20 |
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