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Arlington, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-05-04 |
| VA | RA | APPROVED | 2021-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Arlington | VA | 10/2013 | Present |
| White Oak Wealth Llc | Arlington | VA | 05/2015 | Present |
| White Oak Wealth Llc | Arlington | VA | 11/2013 | Present |
| Wealthnova Nexus Llc | Arlington | VA | 03/2025 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; ARLINGTON, VA; INSURANCE SALES; START- 10/2013; 5 HOURS SPENT DURING TRADING; BROKERING LIFE INSURANCE PRODUCTS WEALTHNOVA LEXUS, LLC; MANAGING MEMBER; NON-INVESTMENT RELATED; ARLINGTON, VA, BUSINESS PLANNING; START - 03/2025; 40 HRS/MO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-11 |
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