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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-15 |
| PA | RA | APPROVED | 2024-12-06 |
| VA | RA | APPROVED | 2024-12-06 |
| CA | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED_RES | 2024-12-05 |
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 |
|---|---|---|---|---|
| Wealthfront | Redwood City | CA | 07/2017 | 07/2024 |
| Crowe Horwath | San Francisco | CA | 05/2015 | 07/2017 |
| Range Advisory, Llc | Mclean | VA | 11/2024 | Present |
| Tony's Creator Studio | Santa Barbara | CA | 07/2024 | 11/2024 |
1) NOB: Licensed CPA with the state of California. START DATE: 02/07/11. Not Investment Related. 2) NOB: Riviera Design Co. TITLE: Owner. START DATE: 03/01/2022. Not Investment-Related. DUTIES: Airbnb home rental income and Turo car rental income. APPROX. 5 hours per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-12 |
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