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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
| MD | RA | APPROVED | 2025-02-28 |
Branch Locations
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Germantown | MD | 11/2020 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Silver Spring | MD | 08/2022 | 12/2023 |
| Citibank N.A. Kenya | Nairobi | 10/2004 | 11/2018 | |
| Unemployed | Nairobi | 12/2018 | 12/2019 | |
| Unemployed | Germantown | MD | 01/2020 | 10/2020 |
| J.P. Morgan Chase Bank, N.A | Germantown | MD | 12/2023 | 09/2024 |
| Morgan Stanley | Rockville | MD | 10/2024 | Present |
*613353 - ANYTIME FITNESS; Investment related: No; Germantown, Maryland; FITNESS TRAINING; independent personal trainer/nutrition coach (proprietor, partner, officer, director, employee, trustee, agent); 10/2014; During business hours: 0; After business hours: 10; Personal trainer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-12 |
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