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One Research Court Suite 400, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-29 |
| TX | RA | APPROVED_RES | 2022-03-28 |
Branch Locations
One Research Court Suite 400, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E. Cohen And Company, Cpa | Rockville | MD | 09/2011 | Present |
| Kestra Financial Services, Inc. | Rockville | MD | 04/2016 | 02/2017 |
| Ameriprise Financial Services | Rockville | MD | 06/2017 | 08/2017 |
| Ameriprise Financial Services | Rockville | MD | 06/2017 | 08/2017 |
| Impact Capital, Llc | Rockville | MD | 05/2018 | Present |
Outside Employment; E. Cohen and Company, CPAs; Tax Manager; Rockville, MD 20850; Not Investment Related; Sep 2011; 60+ hours per month; 60+ during trading hours. Tax Activities; E. Cohen and Company, CPAs; tax return preparation and tax planning; Sep 2011; Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-04 |
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