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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| VA | RA | APPROVED | 2025-06-20 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Folio Investments, Inc. | Mclean | VA | 09/2018 | 04/2020 |
| George Mason University | Fairfax | VA | 08/2013 | 05/2018 |
| Seoul Taekwondo Academy | Lorton | VA | 06/2015 | 12/2017 |
| Nu Look Home Design | Fairfax | VA | 07/2017 | 01/2018 |
| Andrews Federal Credit Union | Springfield | VA | 02/2018 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Reston | VA | 10/2021 | 08/2023 |
| Freddie Mac | Mclean | VA | 05/2020 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Arlington | VA | 09/2023 | 03/2024 |
| Wells Fargo Bank, Na | Arlington | VA | 08/2023 | 03/2024 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | 10/2025 |
| Mitre Corporation | Mclean | VA | 04/2024 | 06/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-24 |
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