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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-03-18 |
| DC | RA | APPROVED | 2020-12-15 |
Branch Locations
1426 21St St Nw [Satellite], Washington, DC 20036 • United States
2205 Warwick Way Ste 210, Marriotsville, MD 21104 • United States
Ellicott City, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halls Restaurant | Ocean City | MD | 01/2000 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 05/2011 | 12/2020 |
| Bank Of America, N.A. | Columbia | MD | 07/2011 | 12/2020 |
| Wells Fargo Advisors Financial Network, Llc | Washington | DC | 12/2020 | Present |
ATL LLC, INV RELATED, ELLICOTT CITY, MD, 100% OWNERSHIP, START 12/13/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. BUSINESS WOMEN'S NETWORK, NOT INV RELATED, COLUMBIA, MD, GOLF CLUB ORGANIZER, START 6/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, ORGANIZING LESSONGS OUTING AND EVENTS. IMPACT CAPITAL STRATEGIES, LLC, INVT RELATED, WASHINGTON, DC, 25% OWNERSHIP, START DATE 9/30/2022, 200 HRS PER MONTH, 150 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
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