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Mclean, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities America Inc | Mclean | VA | 09/2014 | 06/2024 |
| Securities America Advisors | Mclean | VA | 09/2014 | 06/2024 |
| Osaic Wealth, Inc. | Mclean | VA | 06/2024 | 11/2024 |
| Chatham Wealth Management, Llc | Mclean | VA | 06/2024 | Present |
1. SPRING HILL REC CENTER POSITION: Head Lifeguard NATURE: Part-time Lifeguard at Spring Hill Rec Center INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 07/14/2023 ADDRESS: 1239 Spring Hill Road, McLean VA 22102 DESCRIPTION: Part-time Lifeguard at local rec center 2. Independent Insurance Agent; 0% of time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-09 |
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