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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-17 |
| PA | RA | APPROVED | 2026-03-17 |
| VA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 12/2018 | 11/2019 |
| N/A | N/A | MD | 10/2018 | 12/2018 |
| Maryland Democratic Party | Baltimore | MD | 09/2018 | 10/2018 |
| Maryland General Assembly | Annapolis | MD | 09/2017 | 09/2018 |
| Brio Tuscan Grille | Annapolis | MD | 11/2017 | 07/2018 |
| Rice Consulting | Bal Air | MD | 05/2017 | 09/2017 |
| Maryland General Assembly | Annapolis | MD | 01/2017 | 04/2017 |
| Towson University | Towson | MD | 01/2014 | 05/2017 |
| Atomic Design | Lititz | PA | 06/2016 | 01/2017 |
| Digital Lighting | Gaithersburg | MD | 06/2016 | 05/2017 |
| Towson University | Towson | MD | 08/2013 | 05/2017 |
| Prime Wealth Management | Bethesda | MD | 02/2020 | 10/2021 |
| Commonwealth Financial Network | Waltham | MA | 02/2020 | 10/2021 |
| Citi | Washington | DC | 10/2021 | 12/2022 |
| Stifel, Nicolaus & Company, Incorporated | Washington | DC | 12/2022 | 02/2026 |
| Range Finance, Inc. | Mclean | VA | 03/2026 | Present |
| Range Advisory, Llc | Mclean | VA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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