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20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-22 |
Branch Locations
20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lewis Financial Group | Ashburn | VA | 06/2022 | Present |
| Edward Jones | Falls Church | VA | 03/2019 | 06/2022 |
| Care With Love, Llc | Fairfax | VA | 07/2018 | 02/2019 |
| Ashby Ponds Retirement Community: Erickson Living | Ashburn | VA | 06/2016 | 07/2018 |
NOTARY PUBLIC, NOT INVESTMENT RELATED, ASHBURN, VA, STARTING JUNE 2022, 1 HOUR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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