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11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-04 |
Branch Locations
11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2017 | 07/2019 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 08/2013 | 05/2017 |
| Uccs Career And Placement Office | Colorado Springs | CO | 08/2014 | 05/2017 |
| Mutual Of Omaha | Colorado Springs | CO | 04/2016 | 12/2016 |
| Altus Wealth Group, Llc | Colorado Springs | CO | 09/2019 | 01/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 01/2020 | 09/2021 |
| Unemployed | Colorado Springs | CO | 07/2019 | 09/2019 |
| Mason Securities, Inc. | Reston | VA | 09/2021 | 10/2025 |
| Mason Investment Advisory Services, Inc. | Reston | VA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-23 |
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