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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-12 |
Branch Locations
25400 Eastern Marketplace Plz, Chantilly, VA 20152 • United States
21990 Colorado Dr, Sterling, VA 20166 • United States
2401 Centerville Rd, Herndon, VA 20171 • 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 Clearing Services, Llc | Herndon | VA | 03/2022 | 01/2024 |
| Wells Fargo | Herndon | VA | 03/2022 | 01/2024 |
| Truist | Reston | VA | 12/2018 | 02/2022 |
| Pnc | Bristow | VA | 09/2015 | 08/2017 |
| Honda Of Chantilly | Chantilly | VA | 09/2017 | 01/2018 |
| Wireless Center/Verizon | Arlington | VA | 01/2018 | 04/2018 |
| Unemployed | Arlington | VA | 04/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 01/2024 | 01/2026 |
| Bank Of America, N.A | Vienna | VA | 01/2024 | 01/2026 |
| J.P. Morgan Securities Llc | Chantilly | VA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chantilly | VA | 01/2026 | Present |
| Pohanka Of Fredericksburg Inc | Chantilly | VA | 09/2017 | 01/2018 |
| Resu Consulting Llc | Manassas | VA | 08/2020 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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