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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-19 |
| VA | RA | APPROVED | 2022-02-10 |
Branch Locations
3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States
Falls Church, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Sebastian | FL | 08/2015 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Sebastian | FL | 08/2015 | 06/2018 |
| Tiaa | Fairfax | VA | 06/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fairfax | VA | 06/2018 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: FL and MD rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2018 ADDRESS: 129 Aldea Dr, Sebastian FL 32958, United States DESCRIPTION: I am currently renting my properties in Sebastian, FL, and Clarksburg, MD. One in each town. Two total rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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