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1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-25 |
Branch Locations
1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Bethesda | MD | 03/2018 | 05/2018 |
| Unemployed | Silver Spring | MD | 02/2017 | 02/2018 |
| Jdl Capital Llc | Vero Beach | FL | 12/2010 | 01/2017 |
| New York Life | Bethesda | MD | 06/2018 | 09/2018 |
| Clark/Barbour Asset Strategy Partners | Reston | VA | 08/2018 | 12/2018 |
| Kalos Capital, Inc. | Alpharetta | GA | 09/2018 | 09/2022 |
| Kalos Management | Alpharetta | GA | 09/2018 | 03/2020 |
| Brighter Financial Capital Management, Llc | Reston | VA | 02/2021 | Present |
| Clark & Associates, Inc. Financial Solutions | Reston | VA | 01/2019 | Present |
| Madison Avenue Securities | San Diego | CA | 09/2022 | Present |
1). Clark & Associates, Inc. Financial Solutions; Reston, VA; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 16 hours per month spent during trading hours; Started 01/2019. 2). Clark & Associates, Inc. Financial Solutions; Reston, VA; Investment Related; Paraplanner; Fixed Insurance Sales Support; Approximately 80 hours per month spent during trading hours; Started 01/2019. 3). BRIGHTER FINANCIAL CAPITAL MANAGEMENT; POSITION: Associate Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2021 ADDRESS: 1984 Isaac Newton Square, Ste 201, Reston VA 20190, United States DESCRIPTION: Investment Advisor Representative 4). Madison Ave; San Diego, CA; Investment Related; Registered Representative; Sale of Broker/Dealer Products; Started 10/2022 Approximately 5 hours spent per month; Approximately 3 hours spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
| S66 | Uniform Combined State Law Examination | 2018-04-16 |
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