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3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-30 |
Branch Locations
3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Delaware | Newark | DE | 07/2013 | 05/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 04/2020 |
| Cambridge Associates | Arlington | VA | 04/2020 | 11/2023 |
| T.M. Wealth Management | Reston | VA | 12/2023 | 03/2026 |
| Evermay Wealth Management, Llc | Arlington | VA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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