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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-03 |
Branch Locations
3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandy Spring Bank | Bethesda | MD | 05/2014 | 12/2022 |
| Lpl Financial Llc | Bethesda | MD | 09/2014 | 02/2022 |
| Tiaa | Fairfax | VA | 12/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fairfax | VA | 12/2022 | Present |
(1) AS A SOLE PROPRIETOR I AUTHORED FOUR BOOKS UNDER THE PEN NAME PENELOPE AARON. POSITION: author/sole proprietor NATURE: I authored four books under the pen name Penelope Aaron. These books are available for sale online and occasionally I receive a very small royalty payment. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2014 ADDRESS: Home Address, Brambleton VA 20148, United States DESCRIPTION: book author on hiatus (2) RESIDENTIAL REAL ESTATE POSITION: Owner/sole proprietor NATURE: Jointly own and manage a residential real estate rental? INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 8216 Langport Terrace, Gaithersburg MD 20877, United States DESCRIPTION: Communicate with tenants, locate new ones when lease ends, annual inspections.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-07 |
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