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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| VA | RA | APPROVED | 2026-03-12 |
Branch Locations
1650 Tysons Blvd. Suite 150, Tysons Corner, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 09/2017 | 09/2019 |
| Pwc | San Francisco | CA | 10/2014 | 11/2016 |
| Pwc | Baltimore | MD | 11/2016 | 09/2017 |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 02/2026 | Present |
| Schwab Wealth Advisory, Inc. | Tysons Corner | VA | 02/2026 | Present |
| T. Rowe Price | Owings Mills | MD | 09/2019 | 02/2026 |
Rental Properties|Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|2020-11-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My wife and I own one investment property together and we co-own another investment property with her brother's family. We mainly just answer any tenant questions and collect rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
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