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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-18 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
8900 Burke Lake Rd, Springfield, VA 22151 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Silver Spring | MD | 08/2019 | 08/2022 |
| J.P. Morgan Securities Llc | Silver Spring | MD | 07/2021 | 08/2022 |
| Wireless Vision | Falls Church | VA | 02/2018 | 09/2019 |
| Best Buy | Falls Church | VA | 10/2016 | 02/2018 |
| Northern Virginia Community College | Annandale | VA | 08/2015 | 12/2017 |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2022 | 10/2022 |
| Mutual Of America | Alexandria | VA | 01/2023 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Springfield | VA | 07/2026 | Present |
| Wells Fargo Bank, Na | Springfield | VA | 07/2026 | Present |
| Usi Insurance Services | Falls Church | VA | 03/2025 | 02/2026 |
| Doordash | Alexandria | VA | 02/2021 | Present |
| Instacart | Alexandria | VA | 05/2021 | Present |
DoorDash Not Investment Related 303 2nd Street, South Tower, 8th Floor, San Francisco, CA 94107 Delivery Services Driver Contractor 02/2021 12 hours 0 Hours Pickup, dropoff, shopping for items Instacart Not Investment Related 50 Beale Street, Suite 600, San Francisco, California 94105 Delivery Services Driver Contractor 05/2021 12 hours 0 Hours Pickup, dropoff, shopping for items
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-28 |
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