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8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-17 |
Branch Locations
8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halo Capital Management, Llc | Fairfax | VA | 01/2025 | 02/2026 |
| Carson Wealth | Hagerstown | VA | 09/2024 | 11/2024 |
| Cassaday & Co. | Mclean | VA | 05/2024 | 08/2024 |
| Full Time Education | Oakton | VA | 01/2015 | 05/2024 |
| Covenant Wealth Advisors | Richmond | VA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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