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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-03 |
| VA | RA | APPROVED | 2026-07-17 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
905 Rhode Island Avenue, Ne, Washington, DC 20018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2021 | 12/2024 |
| University Of Pennsylvania | Philadelphia | PA | 05/2019 | 08/2019 |
| University Of Pennsylvania | Philadelphia | PA | 01/2019 | 01/2019 |
| University Of Pennsylvania | Philadelphia | PA | 05/2017 | 08/2017 |
| Dupont Country Club | Wilmington | DE | 05/2020 | 08/2020 |
| Dupont Country Club | Wilmington | DE | 06/2021 | 08/2021 |
| Hockessin Athletic Club | Hockessin | DE | 05/2018 | 08/2018 |
| Gettysburg College | Gettysburg | PA | 08/2017 | 05/2021 |
| Tower Hill School | Wilmington | DE | 09/2009 | 05/2017 |
| Curi Capital | Washington | DC | 01/2025 | 05/2026 |
| Td Bank N.A. | Washington | DC | 06/2026 | Present |
| Td Private Client Wealth Llc | Washington | DC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-03 |
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