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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
| MD | RA | APPROVED | 2024-03-07 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 01/2023 | 02/2024 |
| N/A | Germantown | MD | 01/2012 | 05/2017 |
| Rsv Pools | Gaithersburg | MD | 05/2017 | 08/2017 |
| N/A | Towson | MD | 08/2017 | 12/2021 |
| Damascus Enterprises | Damascus | MD | 06/2021 | 08/2021 |
| The Mortgage Link, Inc. | Rockville | MD | 04/2022 | 06/2022 |
| N/A | Germantown | MD | 06/2022 | 07/2022 |
| Caddie Masters | Potomac | MD | 08/2022 | 11/2022 |
| N/A | Germantown | MD | 12/2021 | 04/2022 |
| Charles Schwab Bank, Ssb | Tysons Corner | VA | 01/2023 | 02/2024 |
| Morgan Stanley | Bethesda | MD | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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