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Manassas, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chisholm Financial Planning & Investments | Watertown | NY | 08/2022 | Present |
| Alanis Financial Solutions | Manassas | VA | 03/2018 | 04/2025 |
| Magellan Health | Arlington | VA | 08/2023 | Present |
| Zeiders Enterprises | Woodbridge | VA | 02/2017 | 08/2023 |
| Navy-Marine Corps Relief Society | Camp Lejeune | NC | 08/2015 | 02/2017 |
| Black Dog Wealth, Llc | Manassas | VA | 11/2024 | Present |
1) Magellan Health - Not investment related. 2800 Shirlington Rd. #350, Arlington, VA 22206, Provides Financial Counselors to military service members and their families, On-Demand Financial Counselor, started Aug 2023, <5 hours per month 2) Chisholm Financial Planning and Investments investment related 968 Bradley Street #207 Watertown NY 13601 Paraplanner starting on 08/22, less than 20 hours. This activity is investment related and poses no conflict of interest.
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