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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-10-02 |
Branch Locations
18489 Coastal Hwy Unit 1, Rehoboth Beach, DE 19971 • United States
8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 06/2019 | 06/2021 |
| Chesapeake Bank Of Maryland | Baltimore | MD | 09/2015 | 05/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | 06/2021 |
| Thrivent Investment Management Inc | Westminster | MD | 07/2021 | 05/2022 |
| Thrivent Financial | Appleton | WI | 07/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 10/2021 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Rehoboth Beach | DE | 08/2024 | Present |
| Wells Fargo Bank, Na | Rehoboth Beach | DE | 05/2022 | Present |
| Computershare Corporate Trust | Columbia | MD | 05/2022 | 12/2023 |
| Keller Williams Realty Partners | Westminster | MD | 09/2021 | Present |
| Self-Employed | Lewes | DE | 06/2015 | Present |
SPORTS OFFICIAL, NOT INVT RELATED, LEWEES, DE, 100% OWNERSHIP, START DATE 6/1/2016, 20 HRS PER MONTH, 0 HRS DURING TRADING, OFFICIATE HIGH SCHOOL, CLUB, AND RECREATION SPORTS. REAL ESTATE LICENSE, NOT INV RELATED, WESTMINSTER, MD, START 2/24/22, 6 HRS PER MONTH, 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-01 |
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