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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-08 |
| VA | RA | APPROVED | 2025-09-08 |
Branch Locations
702 Russell Avenue Suite 300, Gaithersburg, MD 20877 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 02/2020 |
| Independent Sector | Washington Dc | DC | 06/2017 | 09/2018 |
| Raffa | Washington Dc | DC | 04/2016 | 06/2017 |
| Unemployed | Springfield | VA | 10/2018 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 05/2020 | 11/2022 |
| Bank Of America, N.A. | Vienna | VA | 06/2020 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Sterling | VA | 06/2023 | 10/2023 |
| Wells Fargo Bank, Na | Sterling | VA | 06/2023 | 10/2023 |
| Unemployed | Springfield | VA | 12/2022 | 05/2023 |
| Glass Jacobson Investment Advisors Llc | Owings Mills | MD | 01/2024 | 11/2024 |
| Wfgia | Gaithersburg | MD | 05/2025 | Present |
| Transamerica Financial Advisors | Gaithersburg | MD | 09/2025 | Present |
| Calibre Cpa Group | Bethesda | MD | 06/2025 | Present |
| Golden Ring Consultancy | Springfield | VA | 12/2022 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. (TFA). 1) Calibre CPA Group Investment Related: NO 7501 Wisconsin Ave. 1200 West | Besthesda, MD 20814 Accounting Accounting Advisory Service Start date 6/2025 160 hours per month, 0 hours during trading. Provide accounting services. 2) Golden Ring Consultancy Investment Related: NO 6209 Zekan Lane | Springfield, VA 22150 LLC owned by the RR Start date 12/2022 0 hours per month. 3) Toast Master Guts Investment Related: NO 7100 Columbia Pike | Annandale, VA 22003 Non-profit unincorporated association. Treasurer. Start date 4/2025 16 hours per month, 0 hours during trading. Managing club finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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