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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Gaithersburg, MD • United States
11957 Democracy Drive, Reston, VA 20190-5662 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Santa Monica | CA | 05/2019 | 09/2020 |
| J.P. Morgan Securities Llc | Santa Monica | CA | 05/2019 | 09/2020 |
| Estolano Lesar Advisors | Los Angeles | CA | 04/2018 | 12/2018 |
| The Rand Corporation | Santa Monica | CA | 08/2017 | 04/2018 |
| U.S. Army Corps Of Engineers | Los Angeles | CA | 03/2016 | 06/2017 |
| Unemployed | Los Angeles | CA | 01/2019 | 05/2019 |
| U.S Coast Guard | Los Angeles | CA | 03/2016 | 06/2018 |
| Rbc Capital Markets, Llc | San Francisco | CA | 09/2020 | 11/2021 |
| Rbc Capital Markets, Llc | Chevy Chase | MD | 11/2021 | 01/2024 |
| Fidelity Investments | Reston | VA | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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