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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-16 |
Branch Locations
4709 Montgomery Lane, Bethesda, MD 20814 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Vienna | VA | 01/2025 | Present |
| Nylife Securities Llc | Vienna | VA | 06/2025 | 09/2025 |
| American University | Washington | DC | 08/2021 | 12/2024 |
| Bretton Woods | Darnestown | MD | 06/2022 | 08/2023 |
| Northwest Highschool | Germantown | MD | 08/2018 | 06/2021 |
| Kingsview Middle School | Germantown | MD | 08/2015 | 08/2018 |
| Sullivan & Company | Bethesda | MD | 09/2025 | Present |
| Archer Investment Corp | Bethesda | MD | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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