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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-01 |
Branch Locations
2101 Gaither Road Park Plaza I, Suite 100, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 05/2016 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 09/2019 |
| Jp Morgan Securities, Llc | Cockeysville | MD | 09/2019 | 10/2022 |
| Jp Morgan Chase Bank, N.A. | Cockeysville | MD | 09/2019 | 10/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 10/2022 | 03/2025 |
| Tiaa | Bethesda | MD | 10/2022 | 03/2025 |
| Raymond James & Associates | Rockville | MD | 04/2025 | Present |
REGIONAL CANCER CARE CHARITY BOARD POSITION: Charity Board member I do not have any responsibilities with funds, nor do I have any control over investments- related accounts NATURE: It is a charity board for the Regional Cancer Care Associates, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 500 Frank W. Burr Blvd., Suite 560, Teaneck NJ 07666, United States DESCRIPTION: null
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-01 |
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