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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-24 |
| VA | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 03/2014 | 03/2024 |
| Bank Of America, N.A. | Vienna | VA | 12/2018 | 03/2024 |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 03/2024 | Present |
| Schwab Wealth Advisory Inc | Tysons Corner | VA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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