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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-07-02 |
| MD | RA | APPROVED | 2023-06-29 |
Branch Locations
6720B Rockledge Drive Suite 440A, Bethesda, MD 20817 • United States
Washington, DC • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bowie | MD | 08/2016 | 10/2017 |
| Santander Bank Na | Boston | MA | 10/2017 | 07/2018 |
| Santander Securities Llc | Dorchester | MA | 11/2017 | 07/2018 |
| Citibank | Washington | DC | 10/2017 | 10/2017 |
| Barbour Georgetown | Washington | DC | 10/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2018 | 06/2022 |
| Unemployed | Washington | DC | 08/2018 | 09/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | Present |
| Harvest Wealth | Bethesda | MD | 06/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: HARVEST WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2022 POSITION/TITLE/RELATIONSHIP: CLIENT ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 37 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICE, TRANSACTIONAL SUPPORT, ACCOUNT OPENING, OPERATIONAL SUPPORT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-06 |
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