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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
| MD | RA | APPROVED | 2024-08-13 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gap, Inc | Frederick | MD | 07/2006 | Present |
| Citigroup Global Markets Inc | Bethesda | MD | 02/2001 | 07/2017 |
| Morgan Stanley | Potomac | MD | 10/2018 | Present |
*357091 - Gap, Inc- Old Navy; Investment related: No; Frederick, Maryland; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2006; During business hours: 0; After business hours: 80; Customer Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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