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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-07-22 |
Branch Locations
6331 Backlick Rd, Springfield, VA 22150 • United States
12955 Fair Lakes Shopping Ctr, Fairfax, VA 22033 • United States
4421 Fortuna Center Plz, Dumfries, VA 22025 • United States
4651 King St, Alexandria, VA 22302 • United States
10670 Fairfax Blvd, Fairfax, VA 22030 • United States
9674 Main St, Fairfax, VA 22031 • United States
4250 John Marr Dr, Annandale, VA 22003 • United States
12891 Galveston Ct, Manassas, VA 20112 • United States
1906 Route 70 W, Floor 01, Cherry Hill, NJ 08002 • United States
875 15Th St Nw, Washington, DC 20005 • United States
8201 Greensboro Dr Ste 110, Mclean, VA 22102 • United States
120 N Maple Ave, Purcellville, VA 20132 • United States
19301 Promenade Dr, Leesburg, VA 20176 • United States
25400 Eastern Marketplace Plz, Chantilly, VA 20152 • United States
1300 Chain Bridge Rd, Mclean, VA 22101 • United States
10260 Bristow Center Dr, Bristow, VA 20136 • United States
7801 Sudley Rd, Manassas, VA 20109 • United States
1700 N Moore St, Ste100, Arlington, VA 22209 • United States
14341 Potomac Mills Road, Woodbridge, VA 22192 • United States
8096 Rolling Rd, Springfield, VA 22153 • United States
43200 Broadlands Center Plz, Ashburn, VA 20148 • United States
21990 Colorado Dr, Sterling, VA 20166 • United States
9560 Liberia Ave, Manassas, VA 20110 • United States
3625 Richmond Hwy, Alexandria, VA 22305 • United States
6367 Seven Corners Ctr, Falls Church, VA 22044 • United States
2936 Chain Bridge Rd, Oakton, VA 22124 • United States
8170 Stonewall Shops Sq, Gainesville, VA 20155 • United States
6615 Richmond Hwy, Alexandria, VA 22303 • United States
5902 Old Centreville Rd, Centreville, VA 20121 • United States
46910 Community Plz, Sterling, VA 20164 • United States
2037 Fulton Pl, Reston, VA 20191 • United States
850 N Randolph St Ste 110, Arlington, VA 22203 • United States
2401 Centerville Rd, Herndon, VA 20171 • United States
541 E Market St, Leesburg, VA 20176 • United States
13061 Lee Jackson Memorial Hwy Ste A, Fairfax, VA 22033 • United States
315 Maple Ave, Vienna, VA 22180 • United States
2905 District Ave Ste 190, Fairfax, VA 22031 • United States
628 King St, Alexandria, VA 22314 • United States
2825 Wilson Blvd, Arlington, VA 22201 • United States
710 12Th St S Unit 107, Arlington, VA 22202 • United States
628 King Street, Alexandria , VA 22314 • United States
100 W Falls Station Blvd, Falls Church, VA 22046 • United States
2491 Mandeville Ln, Alexandria, VA 22314 • United States
14990 Heathcote Blvd, Haymarket, VA 20169 • United States
44764 Brimfield Dr, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 09/2013 | 08/2024 |
| Bank Of America, N.A. | Bethesda | MD | 09/2013 | 08/2024 |
| Morgan Stanley | Bethesda | MD | 09/2024 | 07/2025 |
| J.P. Morgan Securities Llc | Washington | DC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-06 |
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