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8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-20 |
Branch Locations
8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Sydney | 07/2012 | 02/2017 | |
| Cogien | Washington | DC | 02/2017 | 07/2017 |
| United Income, Inc. | Washington | DC | 07/2017 | 10/2019 |
| Wealthcare Advisory Partners, Llc D/B/A Pine Harbor Wealth | Washington | DC | 12/2019 | 07/2022 |
| Pine Harbor Wealth Management Llc | Silver Spring | MD | 10/2019 | 12/2024 |
| The Connemara Group, Inc. | Rockville | MD | 10/2021 | 12/2023 |
| Advicecloud Financial Technology, Inc. | Falls Church | VA | 01/2022 | Present |
| Marstone, Inc. | Providence | RI | 10/2020 | 12/2023 |
| Pine Harbor Wealth Management Llc | Fairfax | VA | 12/2024 | Present |
1. AdviceCloud Financial Technology, Inc.; Investment related; 1307 Robinson Pl, Falls Church, VA, 22046. Nature of business: Software provider; Tile: CEO; Start: 01/2022; Approximately 10 hours per month; 10 hours per month during securities trading hours; Duties: CEO/owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-03 |
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