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1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-03-28 |
| VA | RA | APPROVED | 2009-10-15 |
Branch Locations
1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Reston | VA | 06/1996 | 01/2017 |
| Reston Wealth Management | Reston | VA | 09/2009 | Present |
1. 01/2017 - RESTON WEALTH MANAGEMENT, LLC - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - Will use for term insurance, long-term care insurance, health and disability insurance - 5% TIME SPENT. 2. 11/11/2011 - NO BUSINESS NAME - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - I own my own office condo that my business is located in - 1% TIME SPENT. 3. 05/29/2013 - T4 HIM, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - ENTITY TO HOLD OWNERSHIP INTEREST IN SWEETFROG FRANCHISE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-27 |
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