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7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-04-20 |
| MD | RA | APPROVED | 2022-01-31 |
| VA | RA | APPROVED | 2022-01-31 |
Branch Locations
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | New York City | NY | 01/2018 | 10/2021 |
| Chevy Chase Trust Company | Bethesda | MD | 10/2021 | Present |
| Self-Employed | New York City | NY | 03/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
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