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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED_RES | 2023-05-11 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services Inc | Columbia | MD | 03/2016 | 03/2019 |
| Suntrust Bank | Chevy Chase | MD | 03/2019 | 03/2021 |
| Citigroup Global Markets Inc | Washington | DC | 03/2021 | 04/2023 |
| Suntrust Advisory Services | Chevy Chase | MD | 03/2016 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 05/2023 | Present |
| J.P. Morgan Securities Llc | Washington | DC | 05/2023 | Present |
| Diomsoro Llc | Reisterstown | MD | 09/2018 | Present |
| Viproost | Finksburg | MD | 04/2024 | Present |
| Answersnow | Finksburg | MD | 12/2025 | Present |
Entity Name: Lola Vision Systems Investment related: No Address: https://lolavisionsystems.com/ Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 02/25/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: a semiconductor designing AI system company for autonomous machines Entity Name: Truentity Investment related: No Address: https://truentity.health/ Nature of the other business: Pharmaceutical Position/Title/Relationship: Owner/Partner Start Date: 02/25/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: online pharmacies club. the company is used as data hub for pharmacies. Passive investment, therefore I don't have any responsibilities. Entity Name: Opt health Investment related: No Address: getopt.com Nature of the other business: Health & Wellness Position/Title/Relationship: Owner/Partner Start Date: 12/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Opt health is a digital clinic platform that supports patient unique healthcare journey Entity Name: AnswersNow Investment related: No Address: https://www.getanswersnow.com/ Nature of the other business: Health & Wellness Position/Title/Relationship: Owner/Partner Start Date: 12/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: telehealth platform that provides personalized therapy to young children and adolescents Entity Name: National Children Center Investment related: No Address: nccinc.org 8757 Georgia Avenue Silver Spring, MD 20910 Tel: (202) 722-2300 Email: info@nccinc.org Nature of the other business: Nonprofit Position/ Title/ Relationship: Board of Directors Start Date: Apr 07, 2023 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization has a mission to enhance the lives of people of all ages, diverse backgrounds and differing abilities through inclusive opportunities. Entity Name: Diomsoro LLC Investment related: No Address: Reisterstown, MD 21336 Nature of the other business: Real Estate Position/ Title/ Relationship: Owner/Partner Start Date: Sep 09, 2018 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is for investment/ rental properties. Business was created to receive rental income and make mortgage and hoa payments Name: VIProost Investment related: No Address: Finksburg Maryland 21048 VIProost.com Nature of the other business: Online App Position/Title/Relationship: Owner/Partner Start Date: 04/26/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nature of Business: an online app/site to facilitate booking for event, luxury Venus etc. responsibility: passive investor, as co-owner with family friend who needs a capital investor. Sunrise Home Health Solutions LLC; Not investment related; Owings Mills, MD 21117; Home aid service; Silent Partner; 09/10/2019; 1 hr/month; 0 hrs during securities trading hrs; No duties - Silent Partner. Rental Property; Not investment related; Smyrna, GA; Rental Property; Owner; 12/01/2021; 1 hr/month; 0 hrs during securities trading hrs; Administrative duties (email payment reminder to tenants and make monthly mortgage payments).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-24 |
| S66 | Uniform Combined State Law Examination | 2013-10-03 |
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