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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
11800 Sunrise Valley Drive Suite 1425, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Herndon | VA | 11/2014 | 05/2025 |
| Northwest Financial Group Llc | Herndon | VA | 10/2014 | 05/2025 |
| Northwest Financial Advisors | Herndon | VA | 10/2014 | 05/2025 |
| Raymond James Financial Services, Inc. | Reston | VA | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Reston | VA | 05/2025 | Present |
| George Mason University | Fairfax | VA | 01/2015 | 05/2018 |
(1)Name of Business: Cost Reduction Solutions LLC Address: 4501 ARLINGTON BLVD, Unit 126\nUnit 126, Arlington, VA, 22203, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None, the franchise is run by my mom. It is a cost reduction franchise in Richmond for business to business sales. (2)Name of Business: E4 Insurance Services Address: 11800 Sunrise Valley Dr Ste 1425, Reston, VA, 20191-5317, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Using E4 insurance for fixed annuities, life insurance and long term care. \n\nThey run the cases and paperwork for us as we need. Typically 1-2 cases per year. (3)Name of Business: Momentum Capitol Wealth Advisors Address: 11800 Sunrise Valley Dr Ste 1425, Reston, VA, 20191-5317, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner & wealth advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-14 |
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