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Upperville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-14 |
| VA | RA | APPROVED | 2026-05-14 |
Branch Locations
21509 Willisville Road, Upperville, VA 20184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfax Global Investment Management Llc | Upperville | VA | 05/2026 | Present |
| Valley Forge Capital Strategies | Media | PA | 04/2023 | Present |
| Mccarthy Real Estate | Feasterville | PA | 01/2023 | Present |
| Keller Williams Real Estate | Horsham | PA | 09/2018 | 01/2023 |
| Tri County Jeep | Royersford | PA | 08/2017 | 07/2018 |
| Piazza Volkswagen | Ardmore | PA | 04/2011 | 08/2017 |
| Underwriting Specialists | Media | PA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
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