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1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2012-11-19 |
| VA | RA | APPROVED | 1991-01-23 |
Branch Locations
1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclean Asset Management Corp. | Mclean | VA | 09/1984 | Present |
Since June 2016, I have been a silent partner of inStream Solutions, LLC, a non-investment related company located in Washington DC. The firm is a software company which develops financial planning software for use by investment advisors and other financial serviced professionals. I have no duties and devote 0 hours per month to this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-07 |
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