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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
8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182 • United States
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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-13 |
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