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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| MD | RA | APPROVED | 2025-12-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Washington | DC | 12/2013 | 03/2018 |
| Wells Fargo Advisors, Llc | Washington | DC | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 03/2018 |
| Hsbc Bank Usa Na | Potamac | MD | 03/2018 | 02/2022 |
| Hsbc Securities Usa Inc | Potomac | MD | 04/2018 | 02/2022 |
| Massmutual Life Insurance Co. | Boston | MA | 09/2022 | Present |
| Mml Investors Services | Gaitherburg | MD | 06/2023 | Present |
| Citizens Bank | Silver Spring | MD | 02/2022 | 05/2024 |
| Capitol Insurance Services Llc | Washington | DC | 06/2020 | Present |
| Wayne Enterprises Llc | Washington | DC | 11/2009 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Annapolis | MD | 12/2025 | Present |
| First National Bank Of Pa | Annapolis | MD | 12/2025 | Present |
HEALTH INSURANCE; PROPERTY CASUALTY INSURANCE; STRUCTURED SETTLEMENTS THROUGH ASH BROKERAGE, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-20 |
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