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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-18 |
| NC | RA | APPROVED | 2025-02-18 |
| MD | RA | APPROVED | 2025-01-29 |
| VA | RA | APPROVED | 2024-05-07 |
Branch Locations
11600 Sunrise Valley Drive Suite 100, Reston, VA 20191 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Winston-Salem | NC | 06/2016 | 10/2016 |
| Axa Advisors, Llc | Charlotte | NC | 10/2016 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 03/2017 | 12/2018 |
| Wells Fargo Bank Na | Washington | DC | 03/2017 | 12/2018 |
| Mutual Of Omaha Insurance Company | Winston Salem | NC | 11/2015 | 10/2016 |
| Sanford C. Bernstein & Co., Llc | Washington | DC | 04/2019 | 06/2020 |
| Unemployed | Rockville | MD | 01/2019 | 03/2019 |
| Unemployed | Mclean | VA | 07/2020 | 03/2021 |
| New York Life Insurance Co | Vienna | VA | 04/2021 | 12/2022 |
| Nylife Securities Llc | Vienna | VA | 05/2021 | 12/2022 |
| Eagle Strategies Llc | Vienna | VA | 06/2022 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2022 | 04/2024 |
| Bank Of America, N.A. | Vienna | VA | 01/2023 | 04/2024 |
| Guardian Life Insurance Company | Reston | VA | 11/2023 | Present |
| Park Avenue Securities Llc | Reston | VA | 05/2024 | Present |
1) Insurance other than Guardian, Start Date: 8/14/2025, Address: 11600 Sunrise Valley Dr #100, Reston, VA 20191, 5 total hours per month; 1 during securities trading hours, Investment Related, Less than 10% Annual Compensation, 2) Allied Universal-Security Professional, Start Date: 8/14/2025, Address: 21691 Filigree Court Ashburn, VA 20147, 24 total hours per month; 0 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-29 |
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