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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-18 |
| DC | RA | APPROVED | 2023-11-30 |
Branch Locations
1300 Eye Street Suite 300W, Washington, DC 20005 • United States
Alexandria, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 04/2017 | 01/2018 |
| U.S. Trust Bank Of America Private Wealth Management | Mclean | VA | 04/2016 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 03/2018 | 10/2021 |
| Commonwealth Financial Network | Waltham | MA | 12/2021 | 12/2022 |
| Tiaa | Washington | DC | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 10/2023 | Present |
| Unemployed | Washington | DC | 12/2022 | 10/2023 |
GROVEDALE HOLDINGS LLC POSITION: Owner NATURE: I am registering this LLC to purchase a unit in an office building that I will lease out to a nail salon business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2025 ADDRESS: 6187 Grovedale Ct Ste 200, Alexandria, VA, 22310 VA 22312, United States DESCRIPTION: Collect Rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
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