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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-16 |
| MD | RA | APPROVED | 2023-01-10 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sapphire Capital Group, Llc | Bethesda | MD | 07/2019 | 12/2019 |
| The George Washington University | Washington | DC | 08/2017 | 05/2019 |
| Ge Digital | Glen Allen | VA | 05/2016 | 09/2016 |
| Greysteel | Bethesda | MD | 12/2017 | 02/2018 |
| Beekman Advisors, Inc. | Mclean | VA | 06/2018 | 08/2018 |
| Gw Investment Institute | Washington | DC | 08/2018 | 12/2018 |
| Unemployed | Tel Aviv | 10/2016 | 02/2017 | |
| Unemployed | Jerusalem | 03/2017 | 07/2017 | |
| Charles Schwab & Co., Inc | Phoenix | AZ | 02/2021 | 11/2022 |
| Self-Employed | Potomac | MD | 01/2020 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 12/2022 | Present |
| Bank Of America, N.A. | North Bethesda | MD | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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