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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-04 |
| MD | RA | APPROVED | 2023-02-03 |
Branch Locations
3400 Idaho Ave Nw Ste 300, Washington, DC 20016 • United States
4800 Hampden Ln Suite 200, Bethesda, MD 20814 • United States
Arnold, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Washington | DC | 12/2015 | 08/2018 |
| United Capital Financial Advisers, Llc | Bethesda | MD | 08/2018 | 04/2022 |
| Cetera Advisor Networks Llc | Mcclean | VA | 01/2019 | 08/2020 |
| Massmutual Life Insurance Co. | Bethesda | MD | 04/2022 | Present |
| Mml Investors Services | Bethesda | MD | 01/2023 | Present |
| Goldman Sachs & Co. Llc. | Bethesda | MD | 09/2020 | 05/2022 |
| Goldman Sachs Personal Financial Management | Bethesda | MD | 08/2018 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-12 |
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