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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-20 |
| MD | RA | APPROVED | 2026-02-13 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bond Trader- Falcon Square Capital | Reisterstown | MD | 06/2018 | 08/2018 |
| Towson University | Towson | MD | 08/2015 | 05/2019 |
| R&D Wilson Farms | Westminster | MD | 04/2012 | 09/2016 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 03/2021 |
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 03/2021 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | 01/2026 |
| Morgan Stanley | Potomac | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-18 |
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