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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2024-05-30 |
Branch Locations
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • 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 |
|---|---|---|---|---|
| Pnc Bank | Bethesda | MD | 06/2016 | 01/2020 |
| Pnc Investments | Bethesda | MD | 06/2016 | 01/2020 |
| Raymond James Financial Services Inc | Glen Allen | VA | 08/2020 | 07/2023 |
| Raymond James Financial Services Advisors Inc | Glen Allen | VA | 08/2020 | 07/2023 |
| Atlantic Union Bank | Reston | VA | 07/2020 | 07/2023 |
| Middleburg Financial | Reston | VA | 07/2020 | 07/2023 |
| Unemployed | Potomac | MD | 02/2020 | 06/2020 |
| Jpmorgan Chase Bank Na | Washington | DC | 08/2023 | 05/2024 |
| Jpmorgan Securities Llc | Washington | DC | 08/2023 | 05/2024 |
| Charles Schwab & Co., Inc. | Bethesda | MD | 05/2024 | Present |
| Charles Schwab Bank Ssb | Bethesda | MD | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-16 |
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