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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| MD | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
12001 Sunrise Valley Dr Suite 400, Office #9, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bethesda | MD | 06/2009 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2019 |
| Woodbury Financial Services Inc | Chantilly | VA | 06/2019 | 01/2024 |
| Osaic Wealth, Inc. | Chantilly | VA | 01/2024 | Present |
WEALTHBRIDGE CAPITAL CONSULTING POSITION: Founder/Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/24/2019 ADDRESS: 12001 Sunrise Valley Dr., suite 400 office 9, reston VA 20191, United States DESCRIPTION: Investment related market research, portfolio management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-29 |
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