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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-16 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Bethesda | MD | 07/2015 | 03/2025 |
| Fidelity Personal And Workplace Advisors | Bethesda | MA | 07/2018 | 03/2025 |
| Charles Schwab & Co, Inc | Potomac | MD | 03/2025 | Present |
| Charles Schwab Bank Ssb | Potomac | MD | 03/2025 | Present |
1) Rental Property|Investment Related: No|9115 Napilo Court #101 , Naples, FL, 34113, USA|Real Estate (Non-Agent/Broker)|Owner|2/1/2012|Less than 20 hour/month - 0 during trading hours|I seasonally rent out our second home and have a rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
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