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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • 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 |
|---|---|---|---|---|
| National Accreditation Commission Of Career Arts & Sciences | Alexandria | VA | 05/2022 | 02/2023 |
| Barcelona Wine Bar | Reston | VA | 07/2021 | 02/2022 |
| Falls Church Distillers Llc. | Falls Church | VA | 01/2021 | 06/2021 |
| George Mason University | Fairfax | VA | 01/2018 | 05/2021 |
| Capital Burger | Reston | VA | 02/2020 | 03/2020 |
| Old Ox Brewery | Ashburn | VA | 06/2019 | 02/2020 |
| Clyde'S Restaurant Group | Reston | VA | 01/2018 | 12/2018 |
| Tutor Smart Academy | Mclean | VA | 08/2020 | 09/2020 |
| Fairfax County Public Schools | Falls Church | VA | 05/2019 | 11/2021 |
| University Of South Carolina | Columbia | SC | 09/2015 | 12/2017 |
| Fidelity Investments | Alexandria | VA | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
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