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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
6720-B Rockledge Dr Suite 440-A, Bethesda, MD 20817 • United States
Aldie, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 08/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 07/2013 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 08/2018 | 06/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | Present |
| Harvest Wealth | Bethesda | MD | 06/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Uber | Aldie | VA | 04/2024 | Present |
1. NAME OF OTHER BUSINESS: LOUDOUN SOCCER INVESTMENT RELATED: NO; ADDRESS: 19798 SYCOLIN RD., LEESBURG, VA 20175; NATURE OF BUSINESS: LITTLE LEAGUE / YOUTH SOCCER; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: LITTLE LEAGUE COACH; APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LITTLE LEAGUE COACHING; 2. NAME OF OTHER BUSINESS: LOUDOUN GIRLS LITTLE LEAGUE SOFTBALL INVESTMENT RELATED: NO; ADDRESS: 43330 LOUDOUN RESERVE DR, ASHBURN, VA 20148; NATURE OF BUSINESS: LITTLE LEAGUE SOFTBALL START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: ASSISTANT LITTLE LEAGUE COACH; APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSISTANT LITTLE LEAGUE COACH 3. NAME OF OTHER BUSINESS: HARVEST WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: REGISTERED SALES ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: REGISTERED SALES ASSOCIATE 4. NAME OF OTHER BUSINESS: UBER; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RIDESHARE; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: DRIVER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DRIVING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-24 |
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