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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 | 2026-02-12 |
| MD | RA | APPROVED | 2026-02-11 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 12/2011 | 01/2019 |
| Rbc Capital Markets, Llc. | Chevy Chase | MD | 01/2019 | 02/2026 |
| City National Bank | Chevy Chase | MD | 08/2019 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 02/2026 | Present |
Truman Charities; Not Inv Related; Non Capacity; A group of individuals helping charities grow; Start Date: 06/19/2019; 1 hour per month; 0 hours during trading ; Duties Performed: I will help raise awareness and funds for various charities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-30 |
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