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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-24 |
Branch Locations
4501 Singer Court Ste 160, Chantilly, VA 20151 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 03/2019 | 12/2020 |
| Unemployed | Falls Church | VA | 01/2019 | 02/2019 |
| Bank Of America, N.A. | Vienna | VA | 06/2019 | 12/2020 |
| Nylife Securities Llc | Bethesda | MD | 02/2021 | 11/2022 |
| New York Life Insurance Co | Bethesda | MD | 11/2020 | 11/2022 |
| Eagle Strategies Llc | Bethesda | MD | 02/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 03/2024 | 07/2024 |
| George Mason University | Fairfax | VA | 01/2026 | 05/2026 |
| Bank Of America, N.A. | Bethesda | MD | 04/2024 | 07/2024 |
| The Catholic University Of America | D.C. | DC | 08/2025 | 12/2025 |
| George Mason University | Fairfax | VA | 12/2022 | 02/2024 |
| George Mason University | Fairfax | VA | 08/2024 | 12/2025 |
| Bankers Life & Casualty, Inc | Chantilly | VA | 06/2026 | Present |
| Bankers Life Securities, Inc | Chantilly | VA | 06/2026 | Present |
| Bankers Life Advisory Services, Inc | Chantilly | VA | 06/2026 | Present |
| Cng Private Equity Fund Management Beijing Co., Ltd | Beijing | 06/2016 | 12/2018 |
I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Name of the other businessOwn a rental propertyWhether the business is investment-relatedYesAddress of the other businessAshburn, VA 20147Nature of the other businessPassive InvestmentYour positionOwnerTitle, or relationship with the other businessOwnershipStart date of your relationship2014Approximate number of hours/month you devote to the other business5Number of hours you devote to the other business during securities trading hours3Briefly describe your duties relating to the other businessMaintenance and Pay property taxI*1816283 Entity Type,For Profit Name of OBA: DKNC Management and Services LLCAddress: Investment Related: Falls Church,VA,22043Position, Title, Association:Owner Employee Start Date:01/02/2023 No Hours:1WEEKLY No Hours during trading: 0Duties:Manage my own disclosed rental property. The compensation is the management fee only charged from my rental income disclosed in AIM I*1797312 Entity for Profit Name of OBA: Rental Property 1 Address: Ashburn, Virginia, 20147 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 05/01/2024 No Hours: 1 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-07 |
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