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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-17 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
12505 Park Potomac Ave Suite 700, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choreo, Llc | Gaithersburg | MD | 09/2022 | Present |
| Academy Of The Holy Cross | Kensington | MD | 08/2016 | 05/2017 |
| Garrett Park Swimming Pool | Kensington | MD | 05/2017 | 08/2017 |
| Academy Of The Holy Cross | Kensington | MD | 08/2017 | 05/2018 |
| Garrett Park Swimming Pool | Kensington | MD | 05/2018 | 08/2018 |
| Fairfield University | Fairfield | CT | 08/2018 | 05/2019 |
| Garrett Park Swimming Pool | Kensington | MD | 05/2019 | 08/2019 |
| Fairfield University | Fairfield | CT | 08/2019 | 05/2020 |
| Merrill Lynch | Washington | DC | 05/2020 | 08/2020 |
| Fairfield University | Fairfield | CT | 08/2020 | 05/2021 |
| Fairfield University Recplex | Fairfield | CT | 08/2020 | 05/2021 |
| Merrill Lynch | Washington | DC | 05/2021 | 08/2021 |
| Fairfield University | Fairfield | CT | 08/2021 | 05/2022 |
| Bistro 14 | Beach Haven | NJ | 05/2022 | 07/2022 |
| Fairfield University Recplex | Fairfield | CT | 08/2019 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-17 |
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