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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-20 |
Branch Locations
3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States
Fairfax, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 04/2011 | 10/2017 |
| E*Trade Securities Llc | Washington | DC | 05/2020 | 03/2023 |
| E*Trade Capital Management Llc | Washington | DC | 05/2020 | 04/2023 |
| Fairwinds Credit Union | Orlando | FL | 10/2017 | 05/2020 |
| Morgan Stanley | Washington, Dc | DC | 01/2023 | 03/2023 |
| Pnc Investments | Woodbridge | VA | 04/2023 | 11/2023 |
| Cuso Financial Services, L.P. | Orlando | FL | 10/2017 | 04/2020 |
| Tiaa | Fairfax | VA | 12/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Ll | Fairfax | VA | 12/2023 | Present |
| Harrisdirect Llc | Washington | DC | 05/2020 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-21 |
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