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8280 Greensboro Drive Suite 220, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
| VA | RA | APPROVED | 2022-10-17 |
Branch Locations
8280 Greensboro Drive Suite 220, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jessica Wong | New York | NY | 04/2019 | 04/2019 |
| Scott Jacobi | New York | NY | 04/2019 | 04/2019 |
| Unemployed | Bronx | NY | 06/2018 | 03/2019 |
| Td Bank Na | Astoria | NY | 03/2017 | 05/2018 |
| Hofstra University | Hempstead | NY | 01/2017 | 05/2018 |
| Unemployed | Athens | 07/2016 | 12/2016 | |
| Northwestern Mutual Investment Services Llc | New York | NY | 03/2019 | 01/2020 |
| Scott Jacobi | New York | NY | 05/2019 | 01/2020 |
| Jessica Wong | New York | NY | 05/2019 | 01/2020 |
| Unemployed | New York | NY | 01/2020 | 10/2020 |
| Alma Bank | New York | NY | 10/2020 | 07/2022 |
| Brown Miller Wealth Management, Llc | Mclean | VA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-12 |
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