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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| MD | RA | APPROVED | 2025-11-05 |
| VA | RA | APPROVED | 2025-11-05 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2009 | 01/2017 |
| E*Trade Securities Llc | Gilbert | AZ | 11/2017 | 03/2023 |
| Professional Employment Group | St Louis | MO | 03/2017 | 06/2017 |
| Full Time Student Mesa Community College | Mesa | AZ | 01/2017 | 03/2017 |
| Full Time Student Mesa Community College | Mesa | AZ | 06/2017 | 11/2017 |
| Morgan Stanley | Washington | DC | 01/2023 | 03/2024 |
| Morgan Stanley | Bethesda | MD | 10/2025 | Present |
| Personal Sabbatical | Arlington | VA | 03/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-12 |
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