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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-24 |
| VA | RA | APPROVED | 2025-11-24 |
Branch Locations
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
1701 N Mckinley Rd, Arlington, VA 22205 • United States
14817 Baltimore Ave, Laurel, MD 20707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 11/2022 | 01/2024 |
| Orelity Family Fund - Family Business - Self Employed | Silver Spring | MD | 01/2013 | 11/2022 |
| Caci | Columbia | MD | 09/2019 | 03/2020 |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2024 | 10/2025 |
| Cetera Investment Advisers Llc | Hoover | AL | 02/2024 | 10/2025 |
| Regions Bank | Hoover | NM | 02/2024 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Columbia | MD | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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