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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| VA | RA | APPROVED | 2026-04-15 |
Branch Locations
1650 Tysons Blvd Suite #150 & #180, Tysons Corner, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 12/2016 | 11/2020 |
| Carahsoft Technology | Reston | VA | 02/2016 | 11/2016 |
| Fidelity Brokerage Services Llc | Mclean | VA | 11/2020 | 04/2025 |
| Fidelity Personal And Workplace Advisors | Mclean | VA | 03/2025 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Rockville | MD | 04/2025 | 10/2025 |
| Raymond James Financial Services, Inc. | Bethesda | MD | 04/2025 | 10/2025 |
| Ls Associates | Rockville | MD | 04/2025 | 10/2025 |
| Unemployed | Arlington | VA | 10/2025 | 03/2026 |
| Schwab Wealth Advisory, Inc. | Tysons Corner | VA | 04/2026 | Present |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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