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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-06 |
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
12701 Fair Lakes Circle Suite 220, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 08/2012 | 05/2016 |
| Northwestern Mutual Investment Services, Llc | Mclean | VA | 07/2016 | 10/2017 |
| United Capital Financial Advisers, Llc | Great Falls | VA | 10/2017 | 12/2018 |
| Mason Investment Advisory Services Inc. | Reston | VA | 01/2019 | 06/2022 |
| Preston Wealth Advisors, Llc | Reston | VA | 11/2022 | 11/2023 |
| Wolf Group Capital Advisors | Fairfax | VA | 11/2023 | 04/2025 |
| Unemployed | Reston | VA | 07/2022 | 10/2022 |
| Cw Advisors, Llc | Fairfax | VA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
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