Jhonny Antenor Merida Soto

$2.56B regulatory AUM 5 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-02-21
VA	RA	APPROVED	2025-01-29

Branch Locations

Falls Church, VA • United States

Pike & Rose 11810 Grand Park Ave #500, North, Bethesda, MD 20852 • United States

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

Organization	City	State	From	To
Edelman Financial Engines	Alexandria	VA	10/2020	01/2025
Chick-Fil-A	Falls Church	VA	05/2016	05/2020
Virginia Polytechnic Institute And State University	Blacksburg	VA	09/2016	10/2016
Access National Bank	Reston	VA	05/2018	08/2018
Washington Wealth Advisors	Falls Church	VA	05/2019	01/2020
Turn2Partners	Herndon	VA	06/2020	10/2020
Virginia Polytechnic Institute And State University	Blacksburg	VA	08/2016	05/2020
Glassman Wealth Services, Llc	Vienna	VA	01/2025	Present

10/2020 → 01/2025

Edelman Financial Engines

Alexandria, VA
05/2016 → 05/2020

Chick-Fil-A

Falls Church, VA
09/2016 → 10/2016

Virginia Polytechnic Institute And State University

Blacksburg, VA
05/2018 → 08/2018

Access National Bank

Reston, VA
05/2019 → 01/2020

Washington Wealth Advisors

Falls Church, VA
06/2020 → 10/2020

Turn2Partners

Herndon, VA
08/2016 → 05/2020

Virginia Polytechnic Institute And State University

Blacksburg, VA
01/2025 → Present

Glassman Wealth Services, Llc

Vienna, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-13

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