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Centreville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-12 |
| VA | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Vienna | VA | 08/2014 | 12/2017 |
| Usaa Financial Planning Services | Vienna | VA | 08/2014 | 12/2017 |
| The Vanguard Group, Inc | Scottsdale | AZ | 11/2017 | 09/2024 |
| Family Ai! Financial, Llc | Centreville | VA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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