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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| MD | RA | APPROVED | 2024-08-15 |
| NJ | RA | APPROVED | 2021-09-20 |
| VA | RA | APPROVED | 2021-07-19 |
Branch Locations
5225 Macarthur Blvd Nw, Washington, DC 20016 • United States
7901 Wisconsin Ave, Bethesda, MD 20814 • United States
5135 River Rd, Bethesda, MD 20816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mclean | VA | 03/2017 | 05/2021 |
| Law Resources | Washington | DC | 01/2017 | 02/2017 |
| Kldiscovery | Mclean | VA | 03/2017 | 01/2019 |
| Comfenergy | Sterling | VA | 03/2016 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Jersey City | NJ | 05/2021 | Present |
| J.P. Morgan Securities Llc | Jersey City | NJ | 05/2021 | Present |
| Complete Discovery Source Inc | Washington | DC | 11/2020 | 11/2020 |
| Epiq Systems | Washington | DC | 06/2020 | 04/2021 |
| Beacon Hill Staffing Group Llc | Washington | DC | 01/2019 | 02/2019 |
| Consilio Services Llc | Washington | DC | 09/2020 | 12/2020 |
| Innovative Discovery Employment Services | Washington | DC | 10/2020 | 01/2021 |
| Dms Energy | Frederick | MD | 07/2017 | Present |
| Koho | Hanover | MD | 02/2025 | 03/2025 |
Entity Name: Cardconnect Investment related: No "Address: 1000 Continental Dr. Suite 300 King of Prussia PA 19406 www.cardconnect.com " Nature of the other business: Technology Position/Title/Relationship: Employee/Contractor Start Date: 04/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Income generated from past work with Independent contractor/sales for POS technology and merchant processing. Entity Name: DMS Energy Investment related: No Address: 5950 Frederick Crossing Ln Ste 101 Frederick MD 21704 Nature of the other business: Energy Supply Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Part time Independent contract/sales for energy supply contracts for retail businesses. Not very active but have income coming in from past jobs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-17 |
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