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200 Spring Street Suite 120, Herndon, VA 20170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-20 |
Branch Locations
200 Spring Street Suite 120, Herndon, VA 20170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Federal Credit Union | Herndon | VA | 08/2022 | Present |
| Lpl Financial Llc | Herndon | VA | 08/2022 | Present |
| Unemployed | Alexandria | VA | 05/2022 | 07/2022 |
| United States Senate - Office Of Senator Cynthia Lummis | Washington | DC | 01/2021 | 04/2022 |
| Amazon | Thornton | CO | 06/2019 | 12/2020 |
| Berkadia | Denver | CO | 06/2018 | 08/2018 |
| Denver Theatrical Stage, Film & Exhibition Employees' Union | Denver | CO | 03/2016 | 11/2016 |
| University Of Colorado-Denver | Denver | CO | 08/2013 | 05/2019 |
1.07/30/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northwest Financial Advisors LLC; Investment Related; at Reported Business Location(s); Start Date 02/10/2023; 800hrs/mth; 800hrs during trading 2.05/14/2026; Northwest Financial Group, LLC; Other; Not Investment Related; at Reported Business Location(s); Start Date 05/01/2026; 160hrs/mth; 160hrs during trading 3.05/20/2026; (Hybrid) Northwest Financial Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/22/2024; 800hrs/mth; 800hrs during trading; I provide investment advisory services through Northwest Financial Advisors, an independent investment advisor firm. I started this business activity in 5/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.07/22/2026; NW Insurance Agency LLC; Non-Variable Insurance; Not Investment Related; at Reported Business Location(s); Start Date 07/15/2026; 10hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-26 |
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