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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-26 |
| MD | RA | APPROVED | 2024-01-03 |
Branch Locations
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nikes Advisory | Mclean | VA | 05/2012 | 12/2016 |
| Nova Retail, Llc | Fairfax | VA | 10/2016 | 02/2017 |
| Mclaughlin Ryder Investments, Inc. | Alexandria | VA | 02/2017 | 10/2019 |
| Mercer Global Advisors Inc. | Vienna | VA | 07/2022 | 02/2023 |
| Unemployed | Mclean | VA | 10/2019 | 07/2022 |
| Charles Schwab & Co., Inc. | Arlington | VA | 07/2023 | Present |
| Charles Schwab Bank, Ssb | Arlington | VA | 07/2023 | Present |
| N/A | Mclean | VA | 02/2023 | 07/2023 |
1) Crump Insurance | Investment Related:No|Insurance|Previous Broker|1/1/2005|Less than 20|0|No current responsibilities. I only still receive a small amount of trailing commissions from previously sold insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
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