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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-13 |
| VA | RA | APPROVED | 2024-03-13 |
Branch Locations
4250 John Marr Dr, Annandale, VA 22003 • United States
8096 Rolling Rd, Springfield, VA 22153 • United States
14341 Potomac Mills Road, Woodbridge, VA 22192 • United States
12891 Galveston Ct, Manassas, VA 20112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Vienna | VA | 04/2019 | 06/2021 |
| Auxiliary Enterprises - George Mason University | Fairfax | VA | 04/2016 | 02/2018 |
| Unemployed | Fredericksburg | VA | 03/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dale City | VA | 07/2021 | 03/2024 |
| Bank Of America, N.A. | Dale City | VA | 07/2021 | 03/2024 |
| J.P. Morgan Securities Llc | Woodbridge | VA | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Woodbridge | VA | 03/2024 | Present |
| Kim, Hopkins & Associates | Vienna | VA | 04/2019 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-04 |
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