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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-28 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
1900 Reston Metro Plaza Ste 900, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Mason University | Fairfax | VA | 08/2013 | 05/2017 |
| Armstrong, Fleming & Moore | Washington | DC | 06/2017 | 05/2026 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | 05/2026 |
| Cresset Asset Management. Llc | Reston | VA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-15 |
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