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11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-27 |
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 |
|---|---|---|---|---|
| Domani Wealth Llc | Lancaster | PA | 06/2018 | 03/2019 |
| Kurtz, Connor, Browning, & Phillips, Llc. | Vienna | VA | 05/2017 | 08/2017 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2015 | 05/2018 |
| Mason Securities, Inc. | Reston | VA | 03/2021 | 10/2025 |
| Centurion Wealth Management | Mclean | VA | 03/2019 | 02/2021 |
| Mason Investment Advisory Services, Inc. | Reston | VA | 03/2001 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-16 |
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