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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-18 |
| VA | RA | APPROVED | 2017-03-21 |
Branch Locations
1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Manassas | VA | 09/2014 | 03/2017 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 03/2017 | 06/2021 |
| Acorn Financial Advisory Services, Inc. | Reston | VA | 03/2017 | Present |
| Acorn Financial Advisory Services, Inc. | Reston | VA | 03/2017 | Present |
| Great Point Capital, Llc | Chicago | IL | 06/2021 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1) INDEPENDENT INSURANCE AGENT,NO,1875 CAMPUS COMMONS DRIVE SUITE 100 RESTON VA 20191,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,2005,10-15 HOURS/MONTH, 1 DURING TRADING,SALES OF FIXED INSURANCE PRODUCTS. This is investment related. 2) Investment Adviser Representative with Acorn Financial - 1875 CAMPUS COMMONS DRIVE SUITE 100 RESTON VA 20191,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,2017, 150 HOURS/MONTH, 1 DURING TRADING,SALES OF FIXED INSURANCE PRODUCTS. This is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-28 |
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