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1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-14 |
Branch Locations
1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States
Wichita, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fresh Meadow Country Club | Lake Success | NY | 05/2016 | 03/2017 |
| Clearview Park Golf Course | Bayside | NY | 03/2017 | 08/2018 |
| Westco Financial Group | Lynbrook | NY | 08/2018 | 10/2018 |
| Unemployed | New York | NY | 11/2018 | 02/2019 |
| Noor Staffing Group | New York | NY | 02/2019 | 04/2019 |
| Defrate & Paavola, Llc | New York | NY | 04/2019 | 01/2024 |
| Olio Financial Planning, Llc | Mclean | VA | 02/2024 | Present |
A Hole In None; not investment-related; work from home; handmade t-shirt patches sold on Etsy & eBay; founder/patch maker/seller; since 8/6/2021; 10 hrs/month; none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
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