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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-14 |
Branch Locations
7001 Heritage Village Plz Suite 125, Gainesville, VA 20155-3065 • United States
Ashburn, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Financial Corporation/Suntrust | Vienna | VA | 08/2018 | 12/2020 |
| Apple Federal Credit Union | Fairfax | VA | 05/2014 | 03/2017 |
| Nvcc And Gmu | Farifax | VA | 08/2010 | 08/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | 02/2022 |
| Charles Schwab & Co., Inc. | Bethesda | MD | 02/2022 | 10/2022 |
| Tutor Doctor | Centreville | VA | 08/2022 | 10/2022 |
| George Mason Univeristy | Fairfax | CA | 01/2018 | 01/2019 |
| Fidelity Investments | Rockville | MD | 10/2022 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2024 | 02/2025 |
| George Mason University | Fairfax | VA | 09/2015 | 08/2018 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
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