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1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-19 |
Branch Locations
1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wilmington | DE | 12/2022 | 07/2023 |
| Baypoint Wealth | Annapolis | MD | 11/2020 | 01/2022 |
| Ameriprise Financial | Fairfax | VA | 02/2022 | 12/2022 |
| Platinum Wealth Advisors | Souderton Pa | PA | 12/2018 | 11/2020 |
| Bny Mellon | Pittsburgh | PA | 01/2017 | 12/2017 |
| Einstein Medical Cener - Montgomery | East Norriton | PA | 11/2013 | 01/2017 |
| Robert Half Finance And Accounting | Philadelphia | PA | 12/2017 | 12/2018 |
| Heirloom Wealth Management | Allentown | PA | 01/2023 | 07/2023 |
| Avantax Investment Services, Inc. | Lansdale | PA | 08/2024 | 10/2024 |
| Avanatax Advisory Services | Lansdale | PA | 08/2024 | 10/2024 |
| Harmony Wealth Management | Lansdale | PA | 02/2024 | 10/2024 |
| Senior Life Insurance | Thomasville | GA | 05/2023 | 10/2025 |
| Avantax Insurance Agency Llc | Lansdale | PA | 08/2024 | 10/2024 |
| Brighter Financial Capital Management, Llc | Reston | VA | 02/2026 | Present |
| Unemployed | Philadeplphia | PA | 08/2023 | 01/2024 |
| Unemployed | Springfield | VA | 11/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
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