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4301 Wilson Blvd., Arlington, VA 22203-1860 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-06-17 |
| MA | RA | APPROVED | 2025-06-16 |
| PR | RA | APPROVED | 2025-06-02 |
| OR | RA | APPROVED | 2025-05-29 |
| AR | RA | APPROVED | 2025-05-28 |
| FL | RA | APPROVED | 2025-05-28 |
| GA | RA | APPROVED | 2025-05-27 |
| KY | RA | APPROVED | 2025-05-23 |
| AZ | RA | APPROVED | 2025-05-21 |
| WA | RA | APPROVED | 2025-05-15 |
| AK | RA | APPROVED | 2025-05-14 |
| LA | RA | APPROVED | 2025-05-14 |
| VA | RA | APPROVED | 2025-05-14 |
| WV | RA | APPROVED | 2025-05-14 |
| DE | RA | APPROVED | 2025-05-13 |
| IL | RA | APPROVED | 2025-05-13 |
| MI | RA | APPROVED | 2025-05-13 |
| NV | RA | APPROVED | 2025-05-13 |
| NH | RA | APPROVED | 2025-05-13 |
| RI | RA | APPROVED | 2025-05-13 |
| SC | RA | APPROVED | 2025-05-13 |
| WI | RA | APPROVED | 2025-05-13 |
| VI | RA | APPROVED | 2025-05-13 |
| CO | RA | APPROVED | 2025-05-12 |
| CT | RA | APPROVED | 2025-05-12 |
| HI | RA | APPROVED | 2025-05-12 |
| ID | RA | APPROVED | 2025-05-12 |
| IN | RA | APPROVED | 2025-05-12 |
| ME | RA | APPROVED | 2025-05-12 |
| MN | RA | APPROVED | 2025-05-12 |
| MS | RA | APPROVED | 2025-05-12 |
| MO | RA | APPROVED | 2025-05-12 |
| MT | RA | APPROVED | 2025-05-12 |
| NJ | RA | APPROVED | 2025-05-12 |
| NM | RA | APPROVED | 2025-05-12 |
| NC | RA | APPROVED | 2025-05-12 |
| ND | RA | APPROVED | 2025-05-12 |
| OH | RA | APPROVED | 2025-05-12 |
| OK | RA | APPROVED | 2025-05-12 |
| PA | RA | APPROVED | 2025-05-12 |
| SD | RA | APPROVED | 2025-05-12 |
| UT | RA | APPROVED | 2025-05-12 |
| VT | RA | APPROVED | 2025-05-12 |
| WY | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2025-05-10 |
| AL | RA | APPROVED | 2025-05-09 |
| CA | RA | APPROVED | 2025-05-09 |
| IA | RA | APPROVED | 2025-05-09 |
| KS | RA | APPROVED | 2025-05-09 |
| MD | RA | APPROVED | 2025-05-09 |
| NE | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services, Llc | Frederick | MD | 07/2014 | 02/2017 |
| Lincoln Financial Advisors | Frederick | MD | 04/2017 | 07/2017 |
| Raymond James Financial Services, Inc. | Rockville | MD | 07/2017 | 01/2018 |
| Raymond James Financial Services Advisors Inc. | Rockville | MD | 07/2017 | 01/2018 |
| Founders Financial Securities, Llc | Towson | MD | 01/2018 | 01/2019 |
| Td Ameritrade | Germantown | MD | 02/2019 | 12/2022 |
| Charles Schwab And Co., Inc. | Gaithersburg | MD | 12/2022 | 03/2025 |
| Charles Schwab Bank, Ssb | Gaithersburg | MD | 12/2022 | 03/2025 |
| Homestead Financial Services Corp. | Arlington | VA | 04/2025 | Present |
| Homestead Advisers Corp. | Arlington | VA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
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