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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| VA | RA | APPROVED | 2022-09-12 |
Branch Locations
19301 Promenade Dr, Leesburg, VA 20176 • United States
1300 Chain Bridge Rd, Mclean, VA 22101 • 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 |
|---|---|---|---|---|
| Navy Federal Credit Union | Fairfax | VA | 08/2014 | 11/2017 |
| Edward Jones | St Louis | MO | 11/2017 | 04/2019 |
| United Brokerage Services, Inc | Parkersburg | WV | 05/2019 | 08/2022 |
| J.P. Morgan Securities Llc | Mclean | VA | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Mclean | VA | 08/2022 | Present |
| Quality Floor Kitchen & Bath Llc | Stafford | VA | 05/2019 | 07/2023 |
| Etrade Finl Corp | Stafford | VA | 11/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-15 |
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