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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| MD | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Group | Chevy Chase | MD | 06/2021 | 04/2022 |
| Addison Group | Chicago | IL | 04/2021 | 05/2021 |
| Office Of The Comptroller Of The Currency | Washington | DC | 07/2020 | 12/2020 |
| Tpjc Llc | Atlanta | GA | 07/2013 | 02/2019 |
| The Plp Group, Llc | Atlanta | GA | 02/2019 | 08/2022 |
| Guardian Life Insurance Company | Chevy Chase | MD | 09/2021 | 04/2022 |
| Park Avenue Securities Llc | Chevy Chase | MD | 02/2022 | 04/2022 |
| Massmutual Life Insurance Co | Bethesda | MD | 04/2022 | 08/2022 |
| Mml Investors Services, Llc | Bethesda | MD | 04/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 08/2022 | 05/2024 |
| Us Department Of Homeland Security | Washington | DC | 06/2017 | 08/2017 |
| Fidelity Investments | Bethesda | MD | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
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