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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-27 |
| VA | RA | APPROVED | 2023-08-03 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
2946 Chain Bridge Rd Ste A, Oakton, VA 22124 • United States
1753 Pinnacle Dr 1St Fl, Mclean, VA 22102 • United States
7030 Old Keene Mill Rd, Springfield, VA 22150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 02/2015 | 03/2017 |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 04/2021 | 09/2022 |
| Charles Schwab Bank, Ssb | Tysons Corner | VA | 04/2021 | 09/2022 |
| T. Rowe Price | Owings Mills | MD | 03/2017 | 11/2018 |
| T. Rowe Price | Owings Mills | MD | 02/2018 | 01/2020 |
| T. Rowe Price | Owings Mills | MD | 02/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 09/2022 | 01/2023 |
| Bank Of America N.A. | Bethesda | MD | 01/2023 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-31 |
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