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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-07-15 |
Branch Locations
12100 Sunset Hills Road Suite 100, Reston, VA 20190 • United States
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Purcellville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management, Inc | Mclean | VA | 01/2004 | 07/2018 |
| Eastern Point Trust Svcs | Warrenton | VA | 08/2018 | 08/2018 |
| Unemployed | Purcellville | VA | 09/2018 | 09/2018 |
| Lpl Financial, Llc | Round Hill | VA | 10/2018 | 03/2019 |
| Capitol Securities Management | Reston | VA | 07/2019 | Present |
| Unemployed | Purcellville | VA | 03/2019 | 07/2019 |
Doing Business As: CS Wealth Management Investment-related: Yes Address: 12100 Sunset Hills Road Suite 100 Reston, VA 20190
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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