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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-02 |
Branch Locations
12435 Park Potomac Ave Suite 500, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Baltimore | MD | 06/2023 | 08/2023 |
| Wealthspire Advisors Llc | Potomac | MD | 06/2024 | 07/2024 |
| Wealthspire Advisors Llc | Potomac | MD | 06/2025 | Present |
| University Of Maryland | College Park | MD | 09/2021 | 05/2025 |
| High/Middle School | Colombia | MD | 06/2015 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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