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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-23 |
| VA | RA | APPROVED | 2025-05-22 |
Branch Locations
800 Connecticut Avenue, Nw Floor 3, Suite 315, Washington, DC 20006 • United States
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 09/2019 | 08/2023 |
| Innovation Works | Baltimore | MD | 02/2019 | 08/2019 |
| Loyola University Maryland | Baltimore | MD | 08/2015 | 05/2019 |
| Under Armour | Baltimore | MD | 05/2017 | 08/2017 |
| Under Amour | Baltimore | MD | 05/2018 | 08/2018 |
| First Republic Securities Company, Llc | Washington | DC | 08/2023 | 09/2023 |
| First Republic Investment Management, Inc | Washington | DC | 08/2023 | 05/2025 |
| J.P. Morgan Securities Llc | Washington | DC | 09/2023 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 10/2023 | 05/2025 |
| Gc Wealth Management Ria, Llc | Washington | DC | 05/2025 | Present |
1) Next One Up; Not investment-related; Baltimore, MD; Long-term mentoring nonprofit organization; Alumni Advisory Council Member; 7/1/2014; 1 hour per month; 0 hours during securities trading; Mainly as a mentor, sometimes I participate in speaking engagements to the participants families and/or community. 2) Ark Properties, Inc; Not investment-related; Baltimore, MD; Created with the intention to participate in Real Estate transactions such as buying/renovating/selling properties; Vice President; 8/26/2019; 1 hour per month; 0 hours during securities trading; Family members are the decision makers, I am not involved in the day-to-day operations or decision making.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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