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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-02 |
| MD | RA | APP_PEND_IARCE | 2026-07-01 |
Branch Locations
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
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 | Potomac | MD | 07/2014 | 06/2017 |
| Wells Fargo Advisors, Llc | Potomac | MD | 09/2014 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Potomac | MD | 11/2016 | 06/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2017 | 01/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2017 | 01/2019 |
| Pruco Securities Llc | Bethesda | MD | 01/2019 | 04/2019 |
| The Prudential Insurance Company Of America | Bethesda | MD | 02/2019 | 04/2019 |
| Brokers International Financial Services | Urbandale | IA | 06/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2020 | 07/2024 |
| Mncppc | Rockville | MD | 11/2019 | 03/2020 |
| Bank Of America, N.A. | Washington | DC | 07/2020 | 07/2024 |
| New York Life Insurance Company | Vienna | VA | 02/2026 | Present |
| Nylife Securities Llc | Vienna | VA | 03/2026 | Present |
| Unemployed | Gaithersburg | MD | 08/2024 | 01/2026 |
| Eagle Strategies Llc | Vienna | VA | 07/2026 | Present |
[Knights of Columbus Council No. 2797; A 3rd-year trustee in the Knights of Columbus is a senior, member of the council's Board of Trustees. They are responsible for overseeing council finances, auditing the financial secretary and treasurer, and actively helping with membership retention; 5417 West Cedar Lane, Bethesda, MD 20814; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Audit and Oversight: Trustees conduct the semiannual audits (due by February 15th and August 15th) to verify the council's funds, checking that all bills are properly paid and recorded. Retention Committee: Along with the 1-year and 2-year trustees and the Deputy Grand Knight, the 3rd-year trustee serves on the council's retention committee to prevent members from falling behind on dues or dropping out. Mentorship: As a senior and often a Past Grand Knight, this trustee acts as an experienced advisor to the current Grand Knight and council leadership.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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