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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-15 |
| MD | RA | APPROVED | 2024-03-06 |
Branch Locations
7840 Roswell Rd Ste 405, Atlanta, GA 30350 • United States
8825 Stanford Blvd Ste 200, Columbia, MD 21045 • United States
Columbia, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Investments Llc | Syracuse | NY | 06/2013 | 10/2016 |
| Massmutual | Rockville | MD | 10/2016 | 06/2017 |
| Mml Investors Services | Rockville | MD | 10/2016 | 06/2017 |
| Capital One Investing, Llc | Silver Spring | MD | 06/2017 | 07/2018 |
| Capital One Advisors, Llc | Silver Spring | MD | 06/2017 | 07/2018 |
| E*Trade Securities Llc | Washington | DC | 07/2018 | 09/2023 |
| E*Trade Capital Management Llc | Washington | DC | 07/2018 | 09/2023 |
| Morgan Stanley | Washington | DC | 01/2023 | 10/2023 |
| Morgan Stanley | Washington | DC | 09/2023 | 10/2023 |
| Morgan Stanley | Washington | DC | 09/2023 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 12/2023 |
| Widmann Financial Services | Bowie | MD | 10/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Columbia | MD | 03/2024 | Present |
Real Estate Ownership; Single Family; 604 Garrett A Morgan blvd, , Hyattsville, MD, 20785; Not Investment-Related; 04/01/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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