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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-10 |
| VA | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 2024-12-11 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 09/2021 | 03/2022 |
| Goucher College | Baltimore | MD | 08/2015 | 05/2019 |
| Frederick Coin Exchange | Frederick | MD | 06/2017 | 09/2017 |
| Macy's | Baltimore | MD | 05/2018 | 09/2018 |
| Cal Ripken Sr. Foundation | Baltimore | MD | 05/2018 | 09/2018 |
| Nextcar Car Rental | Baltimore | MD | 03/2019 | 06/2019 |
| Fountain Rock Management Company | Frederick | MD | 07/2019 | 01/2020 |
| Tarara Winery | Leesburg | VA | 06/2019 | 01/2020 |
| Enterprise Rent-A-Car | Frederick | MD | 01/2020 | 06/2021 |
| Fedex Ground | Hagerstown | MD | 05/2021 | 07/2021 |
| Fountain Head Country Club | Hagerstown | MD | 07/2021 | 01/2022 |
| Pistarros Pizza | Frederick | MD | 05/2019 | 01/2020 |
| Fedex Freight | Hagerstown | MD | 03/2021 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reisterstown | MD | 12/2022 | 03/2023 |
| U.P.S. | York | PA | 03/2022 | 12/2022 |
| Bank Of America, N.A. | Columbia | MD | 03/2023 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 12/2024 | Present |
KOA SPORTS LEAGUE ; NOT INV RELATED;ROCKVILLE,MD; YOUTH BASKETBALL COACH; START DATE: 03/14/2025; 12 HRS PER MONTH; 0 HRS DURING TRADING; THE ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS; INV RELATED;WASHINGTON,DC; COMMITTEE MEMBER; START DATE: 03/20/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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