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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-10 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lutherville-Timonium | MD | 07/2019 | 01/2020 |
| Polish Your Business, Llc | Clarksburg | MD | 03/2021 | 03/2022 |
| Stone Street Capital | Bethesda | MD | 10/2017 | 03/2019 |
| Hollins University | Roanoke | VA | 09/2013 | 05/2017 |
| Signature Estate & Investment Advisors Llc | Mclean | VA | 03/2020 | 11/2025 |
| Unemployed | Laurel | MD | 12/2025 | 02/2026 |
| Lifeworks Advisors, Llc | Laurel | MD | 03/2026 | Present |
| Chill Tech Studios | Laurel | MD | 06/2017 | 09/2017 |
| Unemployed | Laurel | MD | 04/2019 | 06/2019 |
1) New Hope Seventh Day Adventist Church; Not investment-related; 12350 Hall Shop Rd, Fulton, MD 20759; Charitable organization; Financial Committee Member; Review church annual budget and spending; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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