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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-18 |
Branch Locations
2100 Pennsylvania Avenue Nw Suite 810N, Washington, DC 20037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Washington | DC | 04/2026 | Present |
| Rothschild Capital Partners | New York | NY | 07/2025 | 03/2026 |
| Ggm Wealth Advisors (Now Waverly Advisors) | Baltimore, | MD | 06/2024 | 01/2025 |
| Mai Capital Management | Marriottsville | MD | 06/2023 | 08/2023 |
| Fresh Prints | New York | NY | 11/2022 | 12/2024 |
| Avenue Kitchen & Bar | Baltimore | MD | 04/2021 | 08/2021 |
| Miami University | Oxford | OH | 08/2021 | 05/2025 |
| Maryvale Preparatory School | Lutherville | OH | 09/2014 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
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