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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 02/2018 | 10/2019 |
| Tiffany & Co | Towson | MD | 11/2017 | 01/2018 |
| Baltimore Council On Foreign Affairs | Baltimore | MD | 02/2017 | 06/2017 |
| World Trade Center Institute | Baltimore | MD | 02/2017 | 06/2017 |
| Towson University | Towson | MD | 08/2013 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clarksville | MD | 10/2019 | 11/2021 |
| Bank Of America, N.A. | Clarksville | MD | 02/2018 | 11/2021 |
| Xingluxing International Corporation Of Fujian Province | Fuzhou | 08/2017 | 09/2017 | |
| J.P. Morgan Securities Llc | Washington | DC | 12/2021 | 05/2023 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 12/2021 | 05/2023 |
| Fidelity Investments | Bethesda | MD | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-22 |
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