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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-11 |
Branch Locations
8444 Westpark Dr Suite 900, Mclean, VA 22102 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Mclean | VA | 11/2022 | Present |
| Mml Investors Services | Mclean | VA | 11/2022 | Present |
| Orange Line Sports, Llc | Arlington | VA | 06/2016 | 08/2017 |
| Financial Services Institute (Fsi) | Washington, D.C. | DC | 05/2018 | 08/2018 |
| Veritas Financial, Llc | Vienna | VA | 05/2019 | 09/2021 |
| Cvent Inc. | Vienna | VA | 08/2021 | 09/2021 |
| Bank Of America | Jacksonville | FL | 01/2022 | 11/2022 |
| Bucknell University | Lewisburg | PA | 08/2016 | 05/2020 |
| Jacksonville University | Jacksonville | FL | 08/2020 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Charlotte | NC | 12/2021 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-10 |
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