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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-04 |
| VA | RA | APPROVED | 2026-04-02 |
Branch Locations
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
15502 Levenwick Pl, Upper Marlboro, MD 20774 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owing Mills | MD | 05/2021 | 11/2022 |
| Doordash | Upper Marlboro | MD | 12/2020 | 10/2024 |
| Eleanor Roosevelt High School | Upper Marlboro | MD | 08/2013 | 08/2017 |
| University Of Maryland Baltimore County | Baltimore | MD | 08/2017 | 05/2021 |
| Florida Financial Advisors | Vienna | VA | 12/2023 | 05/2024 |
| Presidential Exteriors | Rockville | MD | 02/2023 | 12/2023 |
| Trinity Wealth Securities, Llc | Vienna | VA | 04/2024 | 05/2024 |
| Uber | San Francisco | CA | 11/2021 | 10/2024 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 12/2024 | 02/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2025 | 03/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2025 | 03/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2025 | 03/2025 |
| Doordash | Upper Marlboro | MD | 12/2019 | Present |
| W&S Brokerage Services, Inc | College Park | MD | 03/2025 | 04/2026 |
| Western & Southern Life | College Park | MD | 03/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-14 |
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