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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-01-02 |
Branch Locations
7220 Wisconsin Ave - 4Th Flr, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Bethesda | MD | 10/2015 | 12/2018 |
| Suntrust Bank | Chevy Chase | MD | 12/2018 | 03/2021 |
| Suntrust Advisory Services Inc | Chevy Chase | MD | 12/2018 | 03/2021 |
| Truist Advisory Services, Inc. | Bethesda | MD | 03/2021 | Present |
GEORGE WASHINGTON UNIVERSITY POSITION: Adjunct Instructor NATURE: Serve as an Adjunct Instructor within the business school at GW University. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2023 ADDRESS: District of Columbia DC, United States DESCRIPTION: This role will provide teaching related to understanding the field of finance and various roles and related markets. I will also teach a leadership program focused on personal brand development and skills needed within the field of finance. All of these programs are taught at the undergraduate level. The course is designed to help finance and accounting students leverage the skills they are learning in school and how to apply those in the professional workforce including internships and fulltime positions.
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