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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| MD | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville | MD | 05/2013 | 03/2020 |
| Vintage Financial Partners | Rockville | MD | 02/2016 | 03/2020 |
| Stratos Wealth Partners, Ltd. | Rockville | MD | 02/2016 | 03/2020 |
| Lighthouse Wealth Management | New Market | MD | 04/2020 | 06/2021 |
| Lpl Financial Llc | New Market | MD | 05/2021 | 11/2024 |
| Wealth Enhancement Group | Plymouth | MN | 07/2021 | 11/2024 |
| Wealth Enhancement Advisory Services, Llc | Plymouth | MN | 07/2021 | 11/2024 |
| Wealth Enhancement Brokerage Services | Plymouth | MS | 07/2021 | 11/2024 |
| Morgan Stanley | Columbia | MD | 01/2026 | Present |
| Unemployed | Mount Airy | MD | 11/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-08 |
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