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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-13 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
8180 Greensboro Drive Suite 1010, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Advisory Services | Aldie | VA | 09/2017 | 07/2018 |
| Hd Vest Investment Services | Aldie | VA | 09/2017 | 10/2018 |
| Molloy Group Llc Dba Heather Molloy | Aldie | VA | 09/2013 | 10/2018 |
| Madison Wealth Management | Leesburg | VA | 07/2018 | 01/2024 |
| Mai Capital Management Llc | Leesburg | VA | 01/2024 | 09/2024 |
| Atfs Advisers | Round Hill | VA | 09/2024 | 04/2025 |
| Mercer Global Advisors Inc. | Mclean | VA | 04/2025 | Present |
1. A Place To Be; Not investment-related; 1600 Village Market Boulevard SE, Suite #108, Leesburg, VA 20175; Non-profit; Board Member and sits on the Finance Committee; 10/2023; 2 hours per month; 0 hours per month during securities trading hours; Sits on the Finance Committee and serves as a resource for the organization to further their mission.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
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