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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-01 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
6701 Democracy Blvd. Suite 300, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial | Bethesda | MD | 06/2026 | Present |
| Arthur Stein Financial, Llc | Bethesda | MD | 10/2020 | 06/2026 |
| Morgan Stanley | Baltimore | MD | 11/2016 | 10/2020 |
| Point72 Asset Management | Stamford | CT | 09/2012 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
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