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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| MD | RA | APPROVED | 2023-11-07 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Columbia | MD | 03/2016 | 02/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Columbia | MD | 03/2016 | 02/2018 |
| T Rowe Price | Owings Mills | MD | 03/2018 | 06/2023 |
| Morgan Stanley | Bethesda | MD | 11/2023 | Present |
| Unemployed | Columbia | MD | 07/2023 | 10/2023 |
*574453- Rental Property; Investment related: Yes; Columbia, Maryland; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2019; During business hours: 0; After business hours: 1; Accounting/Bookkeeping *644928 - O2 H2 LLC; Investment Related - Yes; Arbutus, Maryland; Rental Property, Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-30 |
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