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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-17 |
| FL | RA | APPROVED | 2025-10-22 |
| CA | RA | APPROVED | 2025-09-03 |
| NY | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
| MD | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Bethesda | MD | 12/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 12/2014 | 07/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 08/2016 | 11/2020 |
| Fidelity Investments | Bethesda | MD | 11/2020 | 12/2024 |
| Domain Money Advisors, Llc | Laytonsville | MD | 12/2024 | Present |
| Cardone Wealth Advisors | Aventura | FL | 02/2026 | Present |
Domain Money Advisors LLC; investment related; New York, NY; Financial planning; CFP; 02/2026; 100; 100; deliver client financial plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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