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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-02 |
| PA | RA | APPROVED | 2025-02-09 |
| TX | RA | APPROVED | 2025-02-09 |
| VA | RA | APPROVED | 2025-02-09 |
Branch Locations
685 3Rd Avenue Floor 30, New York, NY 10017 • United States
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 |
|---|---|---|---|---|
| The Motley Fool | Alexandria | VA | 06/2015 | 10/2016 |
| Robert W. Baird | Reston | VA | 11/2016 | 09/2022 |
| Raymond James & Associates, Inc | Reston | VA | 09/2022 | 12/2024 |
| Range Advisory, Llc | New York | NY | 01/2025 | Present |
| Range Finance, Inc. | New York | NY | 01/2025 | Present |
| Range Investing, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-08 |
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