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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 09/2025 | Present |
| W.C. Moore Financial Services | Centreville | VA | 09/2024 | 08/2025 |
| Kerecis | Arlington | VA | 06/2023 | 01/2024 |
| Breakers Korean Bbq | Fairfax | VA | 05/2022 | 08/2022 |
| Staples | Fairfax | VA | 11/2019 | 01/2020 |
| Designer Shoes Warehouse (Dsw) | Fairfax | VA | 11/2018 | 01/2019 |
| Nvpools | Fairfax | VA | 06/2017 | 08/2022 |
| N/A | Fairfax | VA | 09/2015 | 06/2017 |
| George Mason University | Fairfax | VA | 08/2020 | 05/2021 |
| James Madison University | Harrisonburg | VA | 08/2022 | 05/2024 |
| N/A | Fairfax | VA | 05/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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