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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| MD | RA | APPROVED | 2025-08-28 |
| VA | RA | APPROVED | 2025-08-28 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolf Group Capital Advisors | Washington | DC | 06/2024 | 05/2025 |
| Cw Advisors | Fairfax | VA | 05/2025 | 08/2025 |
| Absa | Johannesburg | 05/2014 | 05/2018 | |
| Unemployed | Fairfax | VA | 04/2024 | 05/2024 |
| Fidelity Investments | Bethesda | MD | 08/2025 | Present |
| Bmo | Thornton | CO | 11/2019 | 04/2022 |
| Citigroup | Washington | DC | 05/2022 | 03/2024 |
| University Of Edinburgh | Edinburgh | 06/2018 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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