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Reframe Wealth, LLC CRD 313386
$395M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
| VA | RA | APPROVED | 2021-04-02 |
Branch Locations
3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Fairfax | VA | 04/2007 | 03/2021 |
| Tiaa-Creff | Fairfax | VA | 04/2007 | 03/2021 |
| Reframe Wealth, Llc | Fairfax | VA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-30 |
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