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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
| VA | RA | APPROVED | 2023-01-10 |
Branch Locations
8444 Westpark Dr Suite 900, Mclean, VA 22102 • United States
Ashburn, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Mclean | VA | 09/2022 | Present |
| Mml Investors Services, Llc | Mclean | VA | 10/2022 | Present |
| Crystalis Treasures | Herndon | VA | 05/2015 | Present |
| Dynamic Kick Martial Arts | Leesburg | VA | 03/2016 | 06/2018 |
| George Mason University | Fairfax | VA | 08/2018 | 05/2022 |
| Riverside High School | Leesburg | VA | 09/2015 | 05/2018 |
(1) Name: Crystalis Treasures, Inv Rel: N Addr: 306 Elden Street, Herndon VA 20170, Nature: Retail Sales, Position: Manager Start: 05/01/2015, No Hr/Mo: 28 No Hr/Mo Dur Trading:0, Duties: Hiring and Retail Sales. (2) Name: George Mason Financial Planning and Wealth Management Advisory Board, Inv Rel: Y Addr: 4400 University Drive, Fairfax VA 22030 Nature: Academic Advisory Board, Position: NexGen Board Member, Start: 7/1/2024, No Hr/Mo: 2 No Hr/Mo Dur Trading: 0 Duties: I am an advisor on the board for the George Mason Financial Planning and Wealth Management Advisory Board. My duties are to help grow and develop the program as well as educate students on the financial planning profession. (3) Name: Buster Investments, LLC Inv Rel Y Addr: @ residential address on file, Nature: Financial Planning ,Position: Financial Advisor, Start: 1/1/2025, No Hr/Mo: 160 No Hr/Mo Dur Trading: 35, Duties: I help individuals and organizations manage their finances. I provide guidance on investments, retirement, estate planning, insurance and debt management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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