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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| MD | RA | APPROVED | 2025-08-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 10/2024 | 03/2025 |
| Sea Cap Inc. | Jessup | MD | 09/2023 | 10/2024 |
| Annapolis Pain Management | Annapolis | MD | 02/2023 | 09/2023 |
| Ten Oaks Health And Wellness | Glen Elg | MD | 10/2021 | 06/2022 |
| Bayada Home Health Care | Gaithersburg | MD | 01/2016 | 09/2017 |
| Onelife Fitness | Capitol Hill | DC | 02/2017 | 03/2025 |
| Multi-Specialty Healthcare | Riverdale | MD | 07/2022 | 09/2022 |
| Living Health Integrative Medicine | Annapolis | MD | 09/2022 | 11/2022 |
| Noya Chiropractic | Tenleytown | DC | 11/2022 | 02/2023 |
| Annapolis Pain Management | Annapolis | MD | 01/2021 | 07/2021 |
| Vitality Health & Wellness | Rockville | MD | 07/2018 | 06/2019 |
| Effective Integrative Healthcare | Millersville | MD | 08/2019 | 12/2020 |
| Morgan Stanley | 8003349 | MD | 07/2025 | Present |
| Proactive Health & Wellness | Rockville | MD | 06/2019 | 07/2019 |
| Pivot Physical Therapy | Gaithersburg | MD | 09/2017 | 01/2018 |
| Break In Employment | Pasadena | MD | 03/2025 | 06/2025 |
| Town Sport International (Washingotn Sports Club-Dc Location ) | Glover Park | DC | 02/2017 | 03/2017 |
*651062 - IHH Capital Group; Investment related: Yes; Oakland; Maryland; Holding Company; (proprietor, partner, officer, director, employee, trustee, agent);06/2025; During business hours: 0; After business hours: 0; Sole Proprietor/Owner; Passive Management of personal assets held within the entity. No client-facing activities, no advisory services, no revenue-generating activities. Oversight limited to personal investments only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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