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7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-30 |
| VA | RA | APPROVED | 2026-07-30 |
Branch Locations
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Trading Group, Llc | New York | NY | 09/2021 | 02/2022 |
| Unemployed | Charlotte Hall | MD | 02/2021 | 08/2021 |
| Tecolote Research | Lexington Park | MD | 04/2020 | 02/2021 |
| Amazon | Baltimore | MD | 11/2018 | 01/2019 |
| Education | Baltimore | MD | 08/2017 | 12/2019 |
| Safeway | Upper Marlboro | MD | 05/2017 | 08/2017 |
| Education | Conway | SC | 01/2017 | 05/2017 |
| Ups | Landover | MD | 11/2016 | 01/2017 |
| Education | Conway | SC | 08/2016 | 11/2016 |
| Wms Partners, Llc | Towson | MD | 03/2022 | 08/2024 |
| Unemployed | Charlotte Hall | MD | 12/2019 | 04/2020 |
| Focus Partners Wealth, Llc | Boston | MA | 09/2024 | 05/2026 |
| Chevy Chase Trust | Bethesda | MD | 05/2026 | Present |
Fathom Realty Not Investment Related 1416 Annapolis Rd Suite A, Odenton, MD 21113 Real Estate Sales Person for Real Estate Brokerage firm 03/2022 1-5 hours per month None during securities trading hours Showing homes and participating in sales transactions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
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