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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-16 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baen Books | Wake Forest | NC | 10/2021 | 05/2022 |
| Clean Slate Demolition | Wake Forest | NC | 11/2019 | 08/2021 |
| Kohl's Department Store | Wake Forest | NC | 09/2020 | 12/2020 |
| Home Depot | Wake Forest | NC | 05/2020 | 05/2020 |
| Buckle | Raleigh | NC | 11/2019 | 11/2019 |
| Sam Ash | Raleigh | NC | 06/2019 | 10/2019 |
| Cbre New England | Boston | MA | 04/2019 | 05/2019 |
| Guitar Center | Boston | MA | 07/2018 | 03/2019 |
| Guitar Center | Braintree | MA | 01/2018 | 07/2018 |
| Tomolly Inc | Cambridge | MA | 02/2018 | 03/2018 |
| Cushman Market | Amherst | MA | 04/2017 | 08/2017 |
| Usda Forestry Service | Amherst | MA | 06/2016 | 12/2016 |
| Fidelity Investments | Durham | MA | 06/2022 | 10/2023 |
| North Carolina State University | Raleigh | NC | 01/2020 | 08/2021 |
| University Of Massachusetts Amherst | Amherst | MA | 01/2016 | 01/2017 |
| Unemployed | Cambridge | MA | 08/2017 | 01/2018 |
| Seia Llc | Tyson's Corner | VA | 11/2023 | 05/2024 |
| Ses Inc. | Tyson's Corner | VA | 11/2023 | 05/2024 |
| Spire Investment Partners | Mclean | VA | 05/2024 | Present |
The Montaines - Guitarist - Independent Contractor (Band) - Beginning 6/2023 - Non-Investment Related - 20 Hours Per Month - Non Trading Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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