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North Bethesda, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate | Frederick | MD | 08/2024 | 11/2025 |
| Unqork | New York | NY | 11/2022 | 12/2023 |
| Fullstory | Atlanta | GA | 09/2021 | 09/2022 |
| Guidevine | New York | NY | 07/2014 | 05/2021 |
| Avantax Wealth Management | Dallas | TX | 06/2021 | 07/2021 |
| Unemployed | Cabin John | MD | 01/2024 | 08/2024 |
| Unemployed | Cabin John | MD | 10/2022 | 10/2022 |
| Unemployed | Cabin John | MD | 08/2021 | 08/2021 |
| One Oak Holdings Llc | Cabin John | MD | 12/2024 | 09/2025 |
| One Oak Holdings, Llc | Cabin John | MD | 12/2025 | Present |
MIU Partners LLC -Non-investment related -Cabin John, MD -Property & casualty and life insurance agency -President -Start date: 8/2024 -10 hours per week -President of independent insurance agency, providing property, casualty and life insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
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