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1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-01 |
Branch Locations
1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burney Partners, Llc | Reston | VA | 07/2023 | Present |
| Ss&C Advent | Jacksonville | FL | 02/2022 | 06/2023 |
| Ss&C Advent | Jacksonville | FL | 08/2021 | 02/2022 |
| Ss&C Advent | Jacksonville | FL | 11/2020 | 08/2021 |
| Unemployed | Jacksonville | FL | 05/2020 | 11/2020 |
| College | Gainsville | FL | 09/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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