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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-17 |
Branch Locations
14910 Diamond View Way, Woodbridge,, VA 22191 • United States
2864 Jefferson Davis Highway, Stafford, VA 22554 • United States
12650 Apollo Drive, Woodridge, VA 22192 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burke | VA | 04/2014 | 03/2021 |
| Bank Of America, N.A. | Burke | VA | 10/2014 | 03/2021 |
| United Brokerage Services Inc. | Fredericksburg | VA | 03/2021 | 09/2023 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 09/2023 | 12/2023 |
| Pnc Investments | Woodbridge | VA | 01/2024 | Present |
03/01/2014 / Author/Speaker / Jason Whiteman / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
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