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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-18 |
| TX | RA | APPROVED | 2023-06-18 |
| VA | RA | APPROVED | 2023-06-18 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 12/2015 | 04/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 12/2015 | 04/2021 |
| Facet Wealth | Huntersville | NC | 04/2021 | 09/2022 |
| Pylon Inc | Mclean | VA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-28 |
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