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Baltimore, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Silver Springs | MD | 06/2016 | 03/2017 |
| Prosper Financial, Benefit Llc | Baltimore | MD | 01/2017 | Present |
| Junior Achievement | Washington | DC | 10/2018 | Present |
| Spark Business Academy | Arlington | VA | 01/2017 | Present |
| Fortified | Clinton | MD | 01/2017 | Present |
Junior Achievement, not investment related, Washington, DC, non-profit organization empowering students through financial literacy, work readiness and entrepreneurship eduction, Education Associate, 10/2018, 15, 10. Support students, volunteers, and teachers through simulation experience. Students visit on a field trip and become "adults for the day." Each are assigned a life scenario and must plan and make decisions for their family and budget. Spark Business Academy, not investment related, Arlington, VA, after school enrichment, summer and day camps providing financial and business programs to educate and develop financially literate and responsible global citizens, Instructor, 01/2017, 15, 10, planning and instructing classes on the basics of money, money management skills and investing. Fortified, not investment related, Clinton, MD, distribution center financial loss prevention. Identify errors with selections and within the warehouse to ensure accurate orders, and eliminate charges assessed when clients receive incorrect, damaged or are missing products., Audit Manager, 01/2017, 150, 0, Audit orders, ensure selections are correct and ready for shipment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
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