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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-05 |
| VA | RA | APPROVED | 2022-08-09 |
| DC | RA | APPROVED | 2021-03-24 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | Washington | DC | 08/2018 | 12/2020 |
| Rj Reynolds | Washington | DC | 06/2017 | 08/2018 |
| Park At Fourteenth | Washington | DC | 11/2017 | 05/2018 |
| University Of South Carolina | Columbia | SC | 08/2013 | 05/2017 |
| Public House | Columbia | SC | 08/2016 | 06/2017 |
| Forest Lake Country Club | Columbia | SC | 02/2017 | 06/2017 |
| Charles Schwab & Co., Inc. | Potomac | MD | 01/2021 | Present |
| Charles Schwab Bank, Ssb | Potomac | MD | 01/2021 | Present |
1) AWIL Squared LLC /Wilmore Properties | Investment Related:No|Real Estate (Non-Agent/Broker)|Co-Owner and registered agent|5/31/2023|Less than 20|0|As registered agent, my duties include forwarding any paperwork to my husband that the state of MD sends to me. I believe any legal documents like subpoenas, fines, etc. will be sent to me initially and it is my job to send it to my husband. And as co-owner, I assist with client experience, lease agreements, and other administrative tasks. My husband is the main face and active owner of the company and handles the day-to-day operations. I am in the background and will help as needed. , 2) Poshmark/Depop | Investment Related:No|Retail|Seller|1/2/2023|Less than 20|0|I re-sell my clothes on applications like Poshmark and Depop. , 3) AWIL HOLDINGS LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Member|10/2/2025|Less than 20|0|Business primary point of contact for any legal notices, making sure business stays in compliance and forwarding any tax, legal documentation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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