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4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drift Capital Partners, Llc | Charleston | SC | 05/2016 | 07/2017 |
| Greenhill & Co., Llc | New York | NY | 06/2020 | 05/2022 |
| Booz Allen Hamilton | Charleston | SC | 08/2017 | 05/2019 |
| Greenhill & Co., Llc | New York | NY | 06/2019 | 08/2019 |
| Closed Loop Partners | New York | NY | 10/2019 | 05/2020 |
| William Blair | Charlotte | NC | 05/2022 | 05/2024 |
| Sargent Investment Group, Llc | Bethesda | MD | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-07 |
| S66 | Uniform Combined State Law Examination | 2012-11-26 |
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