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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-07 |
| DC | RA | APPROVED | 2025-01-17 |
| MD | RA | APPROVED | 2025-01-17 |
| NJ | RA | APPROVED | 2025-01-17 |
| WV | RA | APPROVED | 2024-07-29 |
| DE | RA | APPROVED | 2024-04-29 |
| PA | RA | APPROVED | 2024-04-25 |
| NY | RA | APPROVED | 2024-04-23 |
| VA | RA | APPROVED | 2024-01-18 |
Branch Locations
6260 Old Dominion Drive, Mclean, VA 22101 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • 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 |
|---|---|---|---|---|
| Citigroup | Washington | DC | 10/2017 | 12/2023 |
| Bb&T | Washington | DC | 07/2015 | 11/2016 |
| Td Bank N.A. | Mclean | VA | 01/2024 | Present |
| Td Private Client Wealth Llc | Mclean | VA | 01/2024 | Present |
| Education | Washington | DC | 11/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
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