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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 | 2025-07-04 |
| MD | RA | APPROVED | 2024-10-25 |
| VA | RA | APPROVED | 2024-10-25 |
Branch Locations
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Management Group, Llc | Fulton | MD | 06/2014 | 02/2020 |
| Raymond James Financial Services Inc | Towson | MD | 05/2020 | 12/2020 |
| Raymond James Financial Services Advisors | Towson | MD | 07/2020 | 12/2020 |
| Triad Advisors | Norcross | GA | 04/2021 | 02/2022 |
| Fusco Financial | Towson | MD | 05/2020 | 03/2021 |
| Amj Financial Wealth Management, Llc | Leesburg | VA | 04/2021 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 06/2024 | Present |
| Novavax, Inc. | Gaitherburg | MD | 04/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
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