Best Investors Account Sign in
Claim This Profile
Current Employers
Acorn Financial Advisory Services, Inc.

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-11
VA RA APPROVED 2017-11-30
  • TX RA
    APPROVED_RES
    Since 2019-07-11
  • VA RA
    APPROVED
    Since 2017-11-30

Branch Locations

1521 King Street, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iw Foundry Llc Springfield VA 02/2012 Present
Acorn Financial Advisory Services, Inc. Alexandria VA 11/2017 Present
Other Businesses

1) PARTNER; PATH TO AUM LLC; INVESTMENT RELATED: YES; 1521 KING STREET ALEXANDRIA VA 22314 USA; PERSONAL CLOSED INVESTMENT PARTNERSHIP AMONG 3 LICENSED REPRESENTATIVES WITH NO OTHER PARTIES ALLOWED TO PARTICIPATE; INVESTMENT MEMBER - MAINTAIN ALIGNMENT WITH INVESTED INVESTMENT STRATEGIES; START DATE: 2022-05-19; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0.5; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRIANING HOURS: 0; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0. 2) OV Capital Partners, LLC ; Is the business investment related: Yes; Location of the business: 1521 King Street Alexandria VA 22314 United; Description of the business: The business was created at the request of Acorn for IARs in the Alexandria, VA office to receive all advisory fees paid by Acorn to us under a single custodian rep code. Position Title: Partner; Responsibilities Duties: Start date with business: 2018-12-05; Hours per month devoted to business during trading hours: 170; Hours per month devoted to business outside trading hours: 9; Percentage of total yearly compensation expected to be derived from the business: 100;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-30
S66 Uniform Combined State Law Examination 2017-07-29
S63 Uniform Securities Agent State Law Examination 1995-06-16
  • S65 Uniform Investment Adviser Law Examination
    2017-11-30
  • S66 Uniform Combined State Law Examination
    2017-07-29
  • S63 Uniform Securities Agent State Law Examination
    1995-06-16
Other Names
  • Ron Whitley
  • Ronald Gordon Whitley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Alexandria, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor