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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-01 |
Branch Locations
19415 Deerfield Ave Suite 203, Lansdowne, VA 20176 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Leesburg | VA | 01/2020 | 05/2022 |
| Serco | Reston | VA | 07/2016 | 04/2017 |
| Homemaker | Leesburg | VA | 04/2017 | 01/2020 |
| Oak Hill Wealth Advisors | Lansdowne | VA | 05/2022 | 09/2025 |
| Cerity Partners Llc | New York | NY | 10/2025 | Present |
Notary, 19415 Deerfield Ave, Ste 203 Lansdowne, VA 20176, start date 5/2/2022, less than one hour per month, duties: notarizing client documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-27 |
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