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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED_RES | 2022-10-17 |
| VA | RA | APPROVED | 2022-08-08 |
Branch Locations
8444 Westpark Dr Suite 900, Mclean, VA 22102 • United States
Rockville, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 11/2012 | 09/2016 |
| New York Life Insurance Co | Vienna | VA | 10/2012 | 09/2016 |
| Td Ameritrade Inc. | Washington | DC | 09/2016 | 05/2019 |
| Massmutual Life Insurance Co. | Vienna | VA | 02/2022 | Present |
| Mml Investors Services, Llc | Vienna | VA | 04/2022 | Present |
| Unemployed | Rockville | MD | 05/2019 | 02/2022 |
| Td Ameritrade Investment Management Llc | Washington | DC | 10/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2005-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-11 |
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