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725 15Th Street Nw, Washington, DC 20005-2109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-05 |
Branch Locations
725 15Th Street N.W. 2Nd Floor, Suite 200, Washington, DC 20005-2109 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Folger Nolan Fleming Douglas Inc | 725 15Th Street Nw | DC | 01/2025 | Present |
| Optimal Beginnings Llc | Bethesda | MD | 09/2019 | 11/2024 |
| Optimal Beginnings Llc | Bethesda | MD | 09/2016 | 08/2019 |
Election Judge for Montgomery County, Maryland (8753 N. Frederick Ave, Suite 210, Gaithersburg, MD 20879) whose duties include checking in voters, handing out ballots, and/or assisting with the voting process. Role is civic in nature and not investment-related. Started on July 22, 2026 and expect to work less than 4 hours a month but may be required to work during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
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