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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-20 |
Branch Locations
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
Woodbine, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery County Public Schools | Olney | MD | 04/2021 | 04/2022 |
| Bolt Parkour And Freerunning Academy | North Bethesda | MD | 09/2020 | Present |
| Katana Sushi | Mount Airy | MD | 01/2021 | 04/2022 |
| Maryland Department Of Natural Resources | Annapolis | MD | 07/2018 | 11/2018 |
| University Of Maryland School Of Public Health | College Park | MD | 06/2016 | 08/2021 |
| Walnut Springs Nursery | Glenelg | MD | 08/2015 | 08/2017 |
| University Of Maryland College Park | College Park | MD | 08/2015 | 05/2020 |
| T. Rowe Price | Owings Mills | MD | 06/2022 | 04/2024 |
| Jacob William Advisory | Cockeysville | MD | 11/2024 | 05/2025 |
| Cwm, Llc | Omaha | NE | 11/2024 | 05/2025 |
| Voya Financial Advisors | Woodbine | MD | 11/2025 | Present |
| Bolt Parkour And Freerunning Academy | North Bethesda | MD | 09/2021 | Present |
BOLT PARKOUR AND FREERUNNING ACADEMY POSITION: Coach NATURE: Coaching students in acrobatic activities. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 4950 Boiling Brook Pkwy, North Bethesda MD 20852, United States DESCRIPTION: Coaching parkour and free running, but also some gymnastics, trampolining and tricking. I coach the advanced class on Saturdays from 1pm to 2:30pm. I also occasionally fill in at the desk, help run a party, sub for another class, teach a private lesson, or attend occasional Wednesday meetings at 7:30pm as needed. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/27/2026 ADDRESS: 15327 Sweetbay St, Woodbine MD 21797, United States DESCRIPTION: Sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-31 |
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