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Current Employers
Capital Assets Planning Incorporated

Falls Church, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-01
  • VA RA
    APPROVED
    Since 2026-03-01

Branch Locations

Falls Church, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Falls Church VA 04/2025 02/2026
Capital Assets Planning Falls Church VA 04/2025 02/2026
Commissioner Of The Revenue, City Of Falls Church Falls Church VA 04/2021 04/2025
Dfs Construction Arlington VA 08/2017 04/2021
Thompson Gray Inc. Arlington VA 08/2016 08/2017
Capital Assets Planning Falls Church VA 02/2026 Present
Lpl Financial Falls Church VA 02/2026 Present
  • 04/2025 → 02/2026
    Lpl Financial
    Falls Church, VA
  • 04/2025 → 02/2026
    Capital Assets Planning
    Falls Church, VA
  • 04/2021 → 04/2025
    Commissioner Of The Revenue, City Of Falls Church
    Falls Church, VA
  • 08/2017 → 04/2021
    Dfs Construction
    Arlington, VA
  • 08/2016 → 08/2017
    Thompson Gray Inc.
    Arlington, VA
  • 02/2026 → Present
    Capital Assets Planning
    Falls Church, VA
  • 02/2026 → Present
    Lpl Financial
    Falls Church, VA
Other Businesses

1. 10/2025 - Notary - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Falls Church, VA 22043 - OBA start date: 07/31/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-12
  • S66 Uniform Combined State Law Examination
    2026-02-12

View on SEC IAPD

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