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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-02-13 |
Branch Locations
12100 Sunset Hills Road Suite 100, Reston, VA 20190 • United States
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Bethesda | MD | 04/2015 | 09/2016 |
| Scottrade, Inc. | Ashburn | VA | 09/2016 | 03/2017 |
| Td Ameritrade | Reston | VA | 04/2017 | 03/2018 |
| Sagevest Wealth Management | Mclean | VA | 04/2018 | 08/2018 |
| Capitol Securities Management, Inc. | Reston | VA | 02/2019 | Present |
| Ugk Trading Inc | Sterling | VA | 08/2018 | 02/2019 |
| Yevgeniy Shvets-Translator | Sterling | VA | 01/2024 | Present |
Name of Business: Yevgeniy Shvets-Translator Investment-related: no Address: 20447 Stone Skip Way, Sterling, VA 20165 Nature of OBA: Translating material from foreign language into English Position, title, or relationship with OBA: Translator/Admin Assistant Start date: 1/31/24 Approx # of hours/month you devote to OBA: 70 Approx # of hours/month you devote to OBA during trading hours: 0 Duties: Assisting my father with translating materials from foreign language into English
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-04 |
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