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11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-05 |
| VA | RA | APPROVED | 2025-05-05 |
Branch Locations
11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worldgate Llc | Reston | VA | 07/2013 | 07/2020 |
| Food For Neighbors | Herndon | VA | 01/2021 | Present |
| Sentinel Wealth Management Inc | Reston | VA | 01/2025 | 05/2025 |
| Unemployed | Reston | VA | 08/2020 | 12/2020 |
| Sentinel Wealth Management Inc | Reston | VA | 05/2025 | Present |
Food for Neighbors Not investment related 12020 Sunrise Valley Drive Suite 100 Reston, VA 20191 Non-Profit Director of Accounting & Finance Director of Accounting & Finance January 2021 60 hours/month No time devoted to other business during workday securities trading hours Accounting and finance duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
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