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2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-27 |
Branch Locations
Alexandria, VA • United States
2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Torray Llc | Bethesda | MD | 06/2016 | 09/2016 |
| Finra | Washington | DC | 09/2016 | 07/2017 |
| Torray Llc | Bethesda | MD | 07/2017 | 07/2023 |
| Bogart Wealth, Llc | Mclean | VA | 07/2023 | 12/2024 |
| Vigilant Compliance, Llc | Chadds Ford | PA | 11/2025 | Present |
| Bogart Wealth, Llc | Mclean | VA | 01/2025 | 11/2025 |
I am a Director at Vigilant Compliance, LLC located at 223 Wilmington West Chester Pike Suite 216 Chadds Ford, PA 19317. I provide compliance support to Registered Investment Advisers, including as Chief Compliance Officer. I began working at Vigilant in November 2025 and work full time 40 hrs per week for Vigilant during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-24 |
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