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4500 East West Highway Suite 150, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| FL | RA | APPROVED | 2025-11-25 |
| DC | RA | APPROVED | 2024-08-22 |
| MD | RA | APPROVED | 2024-03-13 |
Branch Locations
4500 East West Highway Suite 150, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Washington | DC | 06/2015 | 12/2016 |
| Fidelity Investments | Bethesda | MD | 12/2016 | 12/2017 |
| Preserve Private Wealth, Llc | Kensington | MD | 02/2023 | Present |
| Goldman Sachs | Bethesda | MD | 01/2018 | 02/2023 |
| Strategic Advisers, Inc. | Bethesda | MD | 12/2016 | 12/2017 |
1. Owner of residential real estate rental properties in Maryland. Organization's primary address is in Kensington, MD. Organization is not primarily engaged in investment-related activities. Start Date is July 8th, 2022. One hour per month. Duties include making decisions for the properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-07 |
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