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2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| LA | RA | APPROVED | 2026-03-18 |
| NY | RA | APPROVED | 2022-05-12 |
| VA | RA | APPROVED | 2011-01-10 |
Branch Locations
1650 Tyson's Bl. Suite 1575, Tyson's Corner, VA 22102 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Tysons Corner | VA | 08/1995 | 11/2018 |
| Seia Llc | Tysons Corner | VA | 01/2011 | Present |
| Royal Alliance Associates, Inc. | Tysons Corner | VA | 11/2018 | 08/2023 |
| Ses Llc | Tyson's Corner | VA | 08/2023 | Present |
INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/23/2016 ADDRESS: 1650 Tysons Blvd, Suite 1575, Tysons Corner VA 22012, United States DESCRIPTION: Insurance sales and service consistent with financial planning. SEIA LLC POSITION: Senior Partner, NATURE: IRIA LLC, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 05/23/2016 ADDRESS: 1650 Tysons Blvd, Suite 1575, Tysons Corner VA 22012, United States DESCRIPTION: RIA sales & service LIFECARE AFFORDABILITY PLAN POSITION: Founder / Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 01/03/2019 ADDRESS: 1650 Tysons Blvd, Suite 1575, Tysons Corner VA 22012, United States DESCRIPTION: Create and manage financial planning process that guides families through exploration and scenario building of different plans of long term care and engineer appropriate financing strategies Longevity Strategists LLC POSITION: CEO, NATURE: LLC, INVESTMENT RELATED: No, NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2025 ADDRESS: 302 N. Cherry Ave, Falls Church, VA 22046, United States DESCRIPTION: Software driven networking business in the financial services industry. HealthSpan Wealth POSITION: CEO, NATURE: Software Company, INVESTMENT RELATED: No, NUMBER OF HOURS: 15, SECURITIES TRADING HOURS: 5, START DATE: 05/15/2026 ADDRESS: 302 N. Cherry Street, Fals Church, Virginia, 22046, United States DESCRIPTION: Launching software company that help financial professionals service affluent clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-13 |
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