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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED_RES | 2024-11-08 |
| VA | RA | APPROVED | 2024-11-08 |
Branch Locations
21525 Ridgetop Circle Suite 175, Sterling, VA 20166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Printing Services | Ashburn | VA | 05/2003 | Present |
| Jt Building | Ashburn | VA | 02/2006 | Present |
| Aeon Wealth Management | Potomac Falls | VA | 06/2008 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 07/2019 |
| Kms Financial Services, Inc. | Seattle | WA | 07/2019 | 11/2020 |
| Securities America, Inc. | Sterling | VA | 11/2020 | 06/2024 |
| Arbor Point Advisors | Sterling | VA | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Sterling | VA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
PATRIOT PRINTING SERVICES POSITION: owner/ operator NATURE: Patriot Printing Services - Owner 3 hours per week are spent in this business. I buy and sell printed materials. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2003 ADDRESS: 39649 Golden Springs Ct., Hamilton VA 20158 DESCRIPTION: seek clients that need to buy printed materials. determine pricing that the client is willing to pay for said printed materials Find appropriate production facilities to produce and ship printed materials. APA POSITION: Financial Advisor NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 36 START DATE: 10/20/2020 ADDRESS: 21525 Ridgetop Circle, #175, Sterling VA 20166 DESCRIPTION: Advisory Services TRISTAN BLIESNER POSITION: owner NATURE: Real estate ownership and rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2000 ADDRESS: 39649 Golden Springs Ct., Hamilton VA 20158 DESCRIPTION: interact with tenants and maintain properties. AEON WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2008 ADDRESS: 21525 Ridgetop Circle, #175, Sterling VA 20166 ESCRIPTION: Insurance is to help protect clients assets not grow them. DBA - AEON Wealth Management AEON WEALTH MGT - RENT POSITION: Owner NATURE: Room rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2023 ADDRESS: 21525 Ridgetop Circle, #175, Sterling VA 20166, United States DESCRIPTION: receive income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
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