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4301 Wilson Blvd., Arlington, VA 22203-1860 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-04 |
| DC | RA | APPROVED | 2023-09-20 |
| OR | RA | APPROVED | 2023-09-08 |
| FL | RA | APPROVED | 2023-08-28 |
| AZ | RA | APPROVED | 2023-08-24 |
| WV | RA | APPROVED | 2023-08-24 |
| MT | RA | APPROVED | 2023-08-21 |
| NV | RA | APPROVED | 2023-08-21 |
| ND | RA | APPROVED | 2023-08-21 |
| VI | RA | APPROVED | 2023-08-18 |
| GA | RA | APPROVED | 2023-08-17 |
| VT | RA | APPROVED | 2023-08-17 |
| NJ | RA | APPROVED | 2023-08-16 |
| NM | RA | APPROVED | 2023-08-16 |
| OH | RA | APPROVED | 2023-08-16 |
| SD | RA | APPROVED | 2023-08-16 |
| UT | RA | APPROVED | 2023-08-16 |
| AL | RA | APPROVED | 2023-08-15 |
| AK | RA | APPROVED | 2023-08-15 |
| AR | RA | APPROVED | 2023-08-15 |
| CA | RA | APPROVED | 2023-08-15 |
| CO | RA | APPROVED | 2023-08-15 |
| CT | RA | APPROVED | 2023-08-15 |
| DE | RA | APPROVED | 2023-08-15 |
| HI | RA | APPROVED | 2023-08-15 |
| ID | RA | APPROVED | 2023-08-15 |
| IL | RA | APPROVED | 2023-08-15 |
| IN | RA | APPROVED | 2023-08-15 |
| IA | RA | APPROVED | 2023-08-15 |
| KS | RA | APPROVED | 2023-08-15 |
| KY | RA | APPROVED | 2023-08-15 |
| LA | RA | APPROVED | 2023-08-15 |
| ME | RA | APPROVED | 2023-08-15 |
| MD | RA | APPROVED | 2023-08-15 |
| MI | RA | APPROVED | 2023-08-15 |
| MN | RA | APPROVED | 2023-08-15 |
| MS | RA | APPROVED | 2023-08-15 |
| MO | RA | APPROVED | 2023-08-15 |
| NE | RA | APPROVED | 2023-08-15 |
| NH | RA | APPROVED | 2023-08-15 |
| NC | RA | APPROVED | 2023-08-15 |
| OK | RA | APPROVED | 2023-08-15 |
| PA | RA | APPROVED | 2023-08-15 |
| PR | RA | APPROVED | 2023-08-15 |
| RI | RA | APPROVED | 2023-08-15 |
| SC | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2023-08-15 |
| VA | RA | APPROVED | 2023-08-15 |
| WA | RA | APPROVED | 2023-08-15 |
| WI | RA | APPROVED | 2023-08-15 |
| WY | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheet Metal Workers National Benefits Fund | Fairfax | VA | 04/2018 | 06/2018 |
| National Automobile Dealers Association | Mclean | VA | 12/1997 | 03/2018 |
| National Automobile Dealers Association | Mclean | VA | 10/2018 | 12/2018 |
| Unemployed | Alexandria | VA | 07/2018 | 09/2018 |
| Unemployed | Alexandria | VA | 01/2019 | 02/2019 |
| Re Advisers Corporation | Arlington | VA | 03/2019 | Present |
| Re Investment Corporation | Arlington | VA | 03/2019 | 06/2019 |
| Re Investment Corporation | Arlington | VA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-13 |
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