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8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-03 |
Branch Locations
8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Saint Louis | MO | 07/2022 | 10/2023 |
| Iqsition | Nashua | NH | 05/2021 | 07/2021 |
| Matunuck Oyster Bar | Wakefield | RI | 05/2019 | 07/2019 |
| Matunuck Oyster Bar | Wakefield | RI | 05/2020 | 07/2020 |
| Corridor Property Management | Avon | CT | 06/2018 | 08/2018 |
| University Of Richmond | Richmond | VA | 08/2021 | 05/2022 |
| University Of Richmond | Richmond | VA | 08/2020 | 05/2021 |
| University Of Richmond | Richmond | VA | 08/2019 | 05/2020 |
| Bentley University | Waltham | MA | 08/2018 | 05/2019 |
| University Of Richmond | Richmond | VA | 08/2021 | 08/2021 |
| University Of Richmond | Richmond | VA | 08/2020 | 08/2020 |
| Westminster Highschool | Simsbury | CT | 09/2014 | 05/2018 |
| Unemployed | Avon | CT | 05/2018 | 06/2018 |
| Unemployed | Avon | CT | 07/2019 | 08/2019 |
| Unemployed | Avon | CT | 07/2020 | 08/2020 |
| Unemployed | Avon | CT | 07/2021 | 08/2021 |
| Unemployed | Avon | CT | 05/2022 | 07/2022 |
| Wells Fargo Clearing Services | Saint Louis | MO | 10/2023 | 05/2024 |
| Vest Securities, Llc | Mclean | VA | 06/2024 | Present |
| Vest Financial, Llc | Mclean | VA | 05/2024 | Present |
1) VEST FINANCIAL, LLC - INTERNAL SALES ASSOCIATE OF MCLEAN, VA BASED REGISTERED INVESTMENT ADVISOR; ROLE IS TO PROSPECT NEW BUSINESS; DEVOTES APPROXIMATELY 160 HOURS/MO. TO ACTIVITY, FOR WHICH NEARLY ALL TRADING HOURS ARE DEVOTED TO ACTIVITY; INVESTMENT-RELATED BUSINESS; STARTED MAY 202R.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
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