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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-01 |
Branch Locations
11325 Random Hills Road Suite 210, Fairfax, VA 22030 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 06/2020 | 12/2021 |
| Royal Bank Of Canada Wealth Management | Chevy Chase | MD | 02/2019 | 05/2020 |
| Fitzgerald Auto Mall | Gaithersburg | MD | 06/2018 | 08/2018 |
| University Of Maryland Robert H. Smith School Of Business | College Park | MD | 08/2016 | 05/2020 |
| Bank Of America, N.A. | North Bethesda | MD | 10/2020 | 12/2021 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 12/2021 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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