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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
11800 Sunrise Valley Drive Suite 1425, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc / Northwest Financial Advisors, Llc | Herndon | VA | 09/2014 | 09/2022 |
| Lpl Financial Llc / Northwest Financial Group Llc | Herndon | VA | 09/2014 | 09/2022 |
| Jpmorgan Chase Bank, Na | Washington | DC | 09/2022 | 03/2025 |
| Jpmorgan Securities Llc | Washington | DC | 09/2022 | 03/2025 |
| Raymond James Financial Services Inc. | Reston | VA | 05/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Reston | VA | 05/2025 | Present |
| Momentum Capitol Wealth Advisors | Reston | VA | 05/2025 | Present |
(1)Name of Business: Momentum Capitol Wealth Advisors Address: 11800 Sunrise Valley Dr Ste 1425, Reston, VA, 20191-5317, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Chief Operations Officer, Registered Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-20 |
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