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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-23 |
| VA | RA | APPROVED | 2024-09-05 |
| FL | RA | APPROVED | 2022-07-21 |
| MD | RA | APPROVED | 2021-09-29 |
| DC | RA | APPROVED | 2019-07-11 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
Cape Coral, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 11/2006 | 07/2019 |
| Bank Of America, Na | Washington | DC | 01/2010 | 07/2019 |
| Wells Fargo Clearing Services Llc | Washington | DC | 07/2019 | Present |
RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 100% OWNERSHIP WITH SPOUSE, START 1/15/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. FAIRFAX COUNTY SHAPE THE FUTURE OF AGING, NOT INV RELATED, VAIRFAX, VA, INITIATIVE DEVELOPMENT COMMITTEE MEMBER, START 8/1/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROVIDING INSIGHT AND SUPPORT TO THE ECONOMIC STABILITY AND PLANNING INITIATIVE AND DEVELOPMENT COMMITTEE AND WORKING ON REVIEWING SHAPE RECOMMENDATIONS TO DETERMINE GOALS AND ACTION STEPS TO OPERATIONALIZE THE COUTNY'S STRATEGIC PLAN FOR AGEING.; FAIRFAX COUNTY ELECTIONS OFFICE, NOT INV RELATED, FAIRFAX, VA, ELECTION OFFICER, START: 11/05/2024, 12 HOURS A MONTH, 12 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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