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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 | 2025-03-04 |
| VA | RA | APPROVED | 2025-03-03 |
Branch Locations
1000 W Broad St, Falls Church, VA 22046 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/2020 | 06/2020 |
| Digital Intelligence Systmes, Llc (Disys) | Mclean | VA | 06/2017 | 08/2017 |
| University Of Virginia | Charlottesville | VA | 07/2015 | 05/2019 |
| Travel | Arlington | VA | 06/2019 | 02/2020 |
| Bank Of America, N.A. | Washington | DC | 06/2020 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Falls Church | VA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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