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Current Employers
Connective Wealth Partners, Llc

205 Hudson Street Floor 8, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-03
  • VA RA
    APPROVED
    Since 2025-10-03

Branch Locations

205 Hudson Street Floor 8, New York, NY 10013 • United States

Fairfax, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Connective Wealth Partners, Llc D/B/A The Financial Gym Fairfax VA 09/2025 Present
The Financial Gym Fairfax VA 12/2019 09/2025
Jones Mandel Alexandria VA 07/2017 04/2018
Office Of U.S. Senator Bob Casey Washington DC 11/2016 06/2017
Jones Mandel Alexandria VA 01/2015 11/2016
Unemployed N/A XX 05/2018 11/2019
  • 09/2025 → Present
    Connective Wealth Partners, Llc D/B/A The Financial Gym
    Fairfax, VA
  • 12/2019 → 09/2025
    The Financial Gym
    Fairfax, VA
  • 07/2017 → 04/2018
    Jones Mandel
    Alexandria, VA
  • 11/2016 → 06/2017
    Office Of U.S. Senator Bob Casey
    Washington, DC
  • 01/2015 → 11/2016
    Jones Mandel
    Alexandria, VA
  • 05/2018 → 11/2019
    Unemployed
    N/A, XX
Other Businesses

1) Jones Mandel; Not investment-related; 1216 King St, 300, Alexandria, VA. 22314; Political research; Subcontractor; 4/21/2025; 20 hours per month; Research

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

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