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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
New Market, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 03/2020 | 09/2021 |
| Capital One Financial | Washington | DC | 04/2014 | 03/2020 |
| University Of Phoenix | Bethesda | MD | 04/2016 | 04/2019 |
| University Of Maryland | College Park | MD | 01/2020 | Present |
| Bank Of America, N.A. | North Bethesda | MD | 05/2020 | 09/2021 |
| Fidelity Investments | Bethesda | MD | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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