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Oakton, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-12-04 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Spencer Lyons Partners, Llc | Easton | MD | 12/2014 | 09/2019 |
| Prudential Financial Planning Services | Hunt Valley | MD | 11/2019 | 02/2020 |
| Demand Wealth | Oakton | VA | 05/2020 | Present |
| The Solutions Center | Easton | MD | 07/2014 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-28 |
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