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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-09 |
Branch Locations
320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • United States
101 Constitution Avenue Nw Suite 1000, East Washington, DC 20001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Maryland | College Park | MD | 08/2024 | 06/2025 |
| Rockville Swim And Fitness Center | Rockville | MD | 06/2021 | 07/2021 |
| University Of Maryland | College Park | MD | 05/2023 | 05/2024 |
| Fidelity Investments | Bethesda | MD | 07/2025 | 01/2026 |
| Georgetown Preparatory School | North Bethesda | MD | 04/2022 | 05/2023 |
| Montgomery College | Rockville | MD | 07/2021 | 05/2022 |
| Gaithersburg High School | Gaithersburg | MD | 10/2003 | 05/2021 |
| Fidelity Investments | Bethesda | MD | 06/2024 | 08/2024 |
| Goldman Sachs & Co. Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
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