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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-25 |
| MD | RA | APPROVED | 2026-03-20 |
| VA | RA | APPROVED | 2026-03-20 |
Branch Locations
2071 Chain Bridge Road, Vienna, VA 22182 • United States
1001 G St Nw, Washington, DC 20001 • United States
3030 M Street, Nw, Washington, DC 20007 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | New Haven | CT | 07/2015 | 07/2017 |
| Citizens Bank | New Haven | CT | 08/2017 | 02/2018 |
| Citizens Securities, Inc | New Haven | CT | 08/2017 | 02/2018 |
| Key Investment Services Llc | Manchester | CT | 03/2018 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | New Haven | CT | 03/2019 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | New Haven | CT | 03/2019 | 08/2021 |
| Unemployed | Hamden | CT | 10/2018 | 03/2019 |
| Key Bank | Manchester | CT | 03/2018 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rocky Hill | CT | 08/2021 | 09/2024 |
| Bank Of America, N.A. | Rocky Hill | CT | 11/2021 | 09/2024 |
| Td Bank N.A. | Washington | DC | 10/2024 | 03/2026 |
| Td Private Client Wealth Llc | Washington | DC | 10/2024 | 03/2026 |
| United Brokerage Services, Inc. | Parkersburg | WV | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-17 |
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