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14325 Willard Road Suite 104, Chantilly, VA 20151-2110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2000-02-25 |
Branch Locations
14325 Willard Rd. Suite 104, Chantilly, VA 20151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Consulting Services, Inc. | Chantilly | VA | 01/1994 | Present |
Individual has been Vice President of Wellington Retirement Solutions, Inc. since January 1, 2015 which is investment-related insomuch as it engages in third-party recordkeeping for company retirement plans and is associated with the RIA entity, Wellington Consulting Services, Inc. About 50% of the individual's time (about 100 hours per month, including securities trading hours) is spent acting as an officer and manager for Wellington Retirement Solutions, Inc. at its following address: Wellington Retirement Solutions, Inc. 14325 Willard Road, Suite 104 Chantilly, VA 20151
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-06 |
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