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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-01-06 |
Branch Locations
915 Meeting Street Suite 1220, North Bethesda, MD 20852 • United States
Darnestown, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bethesda | MD | 03/2013 | 12/2016 |
| Tiaa | Bethesda | MD | 12/2016 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 12/2016 | Present |
RENTAL PROPERTY POSITION: Home owner NATURE: Rental property owned by me and my wife. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 19237 Cross Ridge Drive, Germantown MD 20874, United States DESCRIPTION: We just moved and decided to rent out our old home instead of selling it. Purely Rental Property now and used to be our primary residence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-08 |
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