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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-04 |
Branch Locations
12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Billings Capital Management | Bethesda | MD | 09/2013 | 01/2020 |
| Wealthspire Advisors | Potomac | MD | 09/2020 | Present |
| Self Employed | Potomac | MD | 02/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-21 |
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