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8245 Boone Blvd. Suite 590, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2017-03-17 |
Branch Locations
8245 Boone Blvd. Suite 590, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Capital Management, Inc. | Mclean | VA | 07/2010 | 03/2017 |
| 3Summit Investment Management, L.L.C. | Vienna | VA | 08/2016 | Present |
| 3Summit Funds, Llc | Vienna | VA | 11/2022 | Present |
Chairman of the Board of Trustees of PHILLIPS Programs in Washington DC. No compensation. 5-10 hours per month outside of trading hours spent on this business activity. This business is not investment related. Member of the Board of Trustees of SpringForward in Washington DC. No compensation. 5-10 hours per month outside of trading hours are spent on this business activity. This business is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-30 |
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