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Current Employers
Banyantree Wealth Management

Oakton, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-04-25
  • VA RA
    APPROVED
    Since 2022-04-25

Branch Locations

Oakton, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banyantree Capital Advisors Llc Reston VA 02/2007 Present
  • 02/2007 → Present
    Banyantree Capital Advisors Llc
    Reston, VA
Previous Registrations
  • 2008-03-03 → 2018-03-30
    Banyantree Capital Advisors Llc
    Oakton, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-09
S63 Uniform Securities Agent State Law Examination 1996-01-29
  • S65 Uniform Investment Adviser Law Examination
    2022-03-09
  • S63 Uniform Securities Agent State Law Examination
    1996-01-29

View on SEC IAPD

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