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100 Church Street Suite 500, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2021-10-04 |
Branch Locations
8065 Leesburg Pike Suite 300, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point, Llc | Vienna | VA | 09/2021 | Present |
| Amazon | Annapolis | MD | 03/2020 | 09/2021 |
| Amazon | Baltimore | MD | 05/2018 | 03/2020 |
| Amazon | Shakopee | MN | 03/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-15 |
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