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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-09 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
18310 Montgomery Village Ave Suite 620 , Gaithersburg, MD 20879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St Petersburg | FL | 05/2025 | 06/2025 |
| Unemployed | Rockville | MD | 07/2025 | 01/2026 |
| Golden Wealth Strategies | Bethesda | MD | 02/2026 | 04/2026 |
| Bankers Life & Casualty | Gaithersburg | MD | 05/2026 | Present |
| Bankers Life Securities | Gaithersburg | MD | 05/2026 | Present |
| Bankers Life Advisory | Gaithersburg | MD | 05/2026 | Present |
| Richard Montgomery High School | Rockville | MD | 08/2014 | 07/2017 |
| Pennsylvania State University | State College | PA | 08/2017 | 05/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2022 | 02/2025 |
| Unemployed | Washington | DC | 12/2021 | 09/2022 |
| Decades Llc | Washington | DC | 06/2021 | 09/2021 |
Bankers Life Casualty - not investment related - doing business from address 18310 Montgomery Village Ave Suite 620 Gaithersburg, MD 20879 - insurance products - insurance agent - Since May 4th 2026 - 120hrs/mo - 120hrs/mo- I will be offering advising services for Bankers Life with the convenience of offering insurance products from its insurance arm Bankers Life Casualty.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-02 |
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