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8229 Boone Blvd Suite 300, Vienna, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sexton Christmas Tree Farms | Great Falls | VA | 11/2016 | 12/2016 |
| A And L Construction | Fairfax | VA | 06/2016 | 12/2016 |
| George Mason University | Fairfax | VA | 01/2017 | 05/2017 |
| Unemployed | Great Falls | VA | 05/2017 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 04/2018 |
| Northwestern Mutual Investment Services Llc | Fairfax | VA | 11/2017 | 04/2018 |
| Darktrace | Reston | VA | 06/2018 | 09/2018 |
| Ategra Capital Management, Llc | Vienna | VA | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-10 |
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