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22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Bethesda | MD | 11/2020 | 09/2025 |
| Unemployed | Gainesville | VA | 10/2020 | 11/2020 |
| Euroconsult, Inc. | New York | NY | 01/2020 | 09/2020 |
| College Of William &Mary | Williamsburg | VA | 08/2019 | 12/2019 |
| Amopi Llc | Williamsburg | VA | 10/2019 | 10/2019 |
| Tegna Inc | Tysons | VA | 06/2019 | 08/2019 |
| College Of William & Mary | Williamsburg | VA | 08/2018 | 05/2019 |
| Intelligent Decisions Inc | Ashburn | VA | 06/2018 | 07/2018 |
| College Of William & Mary | Williamsburg | VA | 08/2017 | 05/2018 |
| Unemployed - Student | Gainesville | VA | 05/2017 | 08/2017 |
| College Of William & Mary | Williamsburg | VA | 08/2016 | 05/2017 |
| Sandbox Financial Partners Llc | Bethesda | MD | 10/2025 | Present |
1) Licensed insurance agent; Not investment-related; Bethesda, MD, 20817; Insurance sales; Implementation of insurance recommendations; 8 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-28 |
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