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1765 Greensboro Station Place Tower 1, Suite 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-11 |
| MD | RA | APPROVED | 2026-02-10 |
Branch Locations
1765 Greensboro Station Place Tower 1, Suite 900, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune And Beyond | Boyds | MD | 08/2022 | Present |
| Florin Group, Llc | Mclean | VA | 02/2026 | Present |
| J&J Premier Financial Alliance | Rockville | MD | 11/2019 | 08/2022 |
| Origene Technologies Inc. | Rockville | MD | 07/2019 | 10/2019 |
| Motgomery County, Md | Rockville | MD | 01/2018 | 06/2019 |
| Tasly Pharmaceuticals, Inc. | Rockville | MD | 06/2017 | 12/2017 |
| Metropolitan Industries, Inc. | Hyattsville | MD | 09/2015 | 05/2017 |
I'm the founder partner of Fortune and Beyond LLC, which is Maryland State registered CPA firm. I own 50% ownership of the firm. The firm provides tax returns preparation, tax consultation, accounting services, etc. to business and individual clients. We don't provide any investment and/or securities trading related services. The start date of the business is 8/4/2022. The address of the business is 14200 Avatar Ln, Boyds, MD 20841.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-21 |
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