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7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-09-25 |
| MD | RA | APPROVED | 2023-09-19 |
| VA | RA | APPROVED | 2023-09-19 |
Branch Locations
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eidos Napoli - A Subsidiary Of Isaia Corp. | New York | NY | 01/2014 | 06/2018 |
| Darden Graduate School Of Business | Charlottesville | VA | 08/2018 | 06/2019 |
| Bridgewater Associates | Fairfield | CT | 06/2019 | 08/2019 |
| Darden Graduate Business School | Charlottesville | VA | 08/2019 | 06/2020 |
| Goldman Sachs | Washington | DC | 07/2020 | 04/2023 |
| Chevy Chase Trust Company | Bethesda | MD | 07/2023 | Present |
| Unemployed | Washington | DC | 05/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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