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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-22 |
Branch Locations
21525 Ridgetop Circle Suite 175, Sterling, VA 20166 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aeon Wealth Management | Sterling | VA | 09/2024 | Present |
| Amazon Web Services | Herndon | VA | 09/2015 | 06/2024 |
| Osaic Wealth, Inc | Sterling | VA | 01/2025 | 09/2025 |
| Osaic Wealth, Inc | Sterling | VA | 09/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 09/2025 | Present |
1. AEON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 112 START DATE: 09/03/2024 ADDRESS: 21525 Ridgetop Circle, Suite 175, Sterling VA 20166, United States DESCRIPTION: This work is provided to Aeon Wealth which is my employer and a branch office under OSAIC. I onboard clients, open account, conduct financial reviews of assets with clients, make recommendations, build financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
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