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8614 Westwood Center Drive Suite 620, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-30 |
Branch Locations
8614 Westwood Center Drive Suite 620, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L&L Management, Inc | Charlotte | NC | 11/2013 | 11/2018 |
| South Carolina Office Of The State Treasurer | Columbia | SC | 11/2018 | 02/2019 |
| Pactolus Private Wealth Management | Vienna | VA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-20 |
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