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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-20 |
| VA | RA | APPROVED | 2022-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Sterling | VA | 02/2016 | 07/2017 |
| Suntrust | Purchellville | VA | 06/2017 | 04/2019 |
| Principal Life Insurance Co | Bethesda | MD | 09/2020 | 08/2022 |
| Principal Securities Inc | Bethesda | MD | 06/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reston | VA | 08/2022 | Present |
| George Mason University | Sterling | VA | 08/2017 | 06/2020 |
| Bank Of America N.A. | Leesburg | VA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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