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1445 Research Boulevard #530, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| MD | RA | APPROVED | 2025-01-06 |
Branch Locations
1445 Research Boulevard #530, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 04/2017 | 05/2019 |
| Capital One | Tampa | FL | 12/2015 | 03/2017 |
| University Of South Florida | Tampa | FL | 01/2014 | 12/2016 |
| Usaa Financial Planning Services | Tampa | FL | 05/2019 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 05/2019 | 05/2020 |
| Usaa Financial Advisors, Inc | Tampa | FL | 05/2019 | 05/2020 |
| Cleanology | Brandon | FL | 11/2017 | 06/2022 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | 07/2020 |
| Raymond James & Associates, Inc | St Petersburg | FL | 07/2020 | 05/2022 |
| Morgan Stanley | St Petersburg | FL | 06/2022 | Present |
| Ceros Financial Services, Inc. | Rockville | MD | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-29 |
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