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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-17 |
Branch Locations
1676 International Drive Suite 640, Mclean, VA 22102 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Tysons Corner | VA | 06/2026 | Present |
| Capital One | Mclean | VA | 08/2025 | 05/2026 |
| The Workplace, Inc. | Bridgeport | CT | 03/2023 | 08/2025 |
| Cvs | Ansonia | CT | 05/2020 | 08/2020 |
| The Workplace, Inc. | Bridgeport | CT | 06/2018 | 08/2018 |
| The Workplace, Inc. | Bridgeport | CT | 06/2019 | 08/2019 |
| The Workplace, Inc. | Bridgeport | CT | 05/2020 | 08/2020 |
| The Workplace, Inc. | Bridgeport | CT | 05/2021 | 08/2021 |
| Western Governors University | Milcreek | UT | 08/2020 | 04/2025 |
| Home Depot | Stratford | CT | 03/2022 | 08/2022 |
| Seymour High School | Seymour | CT | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
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