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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-12 |
Branch Locations
4075 Wilson Blvd Ste 420, Arlington, VA 22203 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • 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 | 07/2021 | 12/2024 |
| Elon University | Elon | NC | 06/2017 | 05/2021 |
| Bank Of America Merrill Lynch | Washington | DC | 06/2020 | 08/2020 |
| O+D Builders | New York | NY | 07/2019 | 08/2019 |
| Customers Bank | New York | NY | 06/2018 | 08/2018 |
| Princeton High School | Princeton | NJ | 06/2013 | 06/2017 |
| Unemployed | Doylestown | PA | 05/2021 | 07/2021 |
| Bank Of America, N.A. | Washington | DC | 11/2021 | 12/2024 |
| Kestra Investment Services, Llc | Arlington | VA | 12/2024 | Present |
| Kestra Private Wealth Services, Llc | Arlington | VA | 12/2024 | Present |
Business Name: CAMPUS PRIVATE WEALTH POSITION: Director of Client Services NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/12/2024 ADDRESS: 4075 Wilson Blvd, Suite 420, Arlington VA 22203, United States DESCRIPTION: Client relations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-10 |
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