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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-01 |
| VA | RA | APPROVED | 2026-05-21 |
Branch Locations
1921 Gallows Road Suite 220, Vienna, VA 22182 • United States
1801 K Street Nw Suite 750, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Vienna | VA | 05/2026 | Present |
| Wells Fargo Advisors, Llc | Mclean | VA | 01/2018 | 04/2026 |
| Unemployed | Fairfax | VA | 11/2017 | 01/2018 |
| Capital One | Oakton | VA | 09/2016 | 11/2017 |
| Unemployed | Fairfax | VA | 06/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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