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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-13 |
| DC | RA | APPROVED | 2023-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bethesda | MD | 06/2016 | 02/2017 |
| Charles Schwab Bank | Bethesda | MD | 06/2016 | 02/2017 |
| Spire Securities, Llc | Mclean | VA | 03/2017 | 07/2019 |
| Capital One (Commercial Bank) | Bethesda | MD | 08/2019 | 04/2021 |
| Unemployed | Reston | VA | 05/2021 | 10/2021 |
| Spire Wealth Management, Llc | Mclean | VA | 03/2017 | 07/2019 |
| Kestra Investment Services, Llc | Reston | VA | 12/2021 | 05/2022 |
| Kestra Advisory Services, Llc | Reston | VA | 01/2022 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/2023 | Present |
| Glass Jacobson Wealth Advisors | Rockville | MD | 05/2022 | 02/2023 |
| Bank Of America, N.A. | Washington | DC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
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