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7272 Wisconsin Avenue 21St Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-15 |
Branch Locations
7272 Wisconsin Avenue 21St Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 06/2016 | 01/2024 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 04/2024 | 12/2025 |
| State Street Global Advisors Trust Company | Boston | MA | 03/2024 | 12/2025 |
| Profunds Distributors, Inc. | North Reading | MA | 01/2026 | Present |
Kane's Donuts - 2 International Place Boston MA, Customer Services. Not investment related. Start date: 12/10/22. 10 hours per month, zero during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-17 |
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