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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-28 |
Branch Locations
19130 Montgomery Village Ave, Montgomery Village, MD 20886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Olney | MD | 12/2020 | Present |
| Suntrust Bank | Annapolis | MD | 01/2018 | 12/2020 |
| Capital One Bank | Silver Spring | MD | 01/2010 | 01/2018 |
| Lpl Financial Llc | Olney | MD | 04/2023 | 01/2026 |
| Truist Investment Services,Inc | Montgomery Village Avenue | MD | 01/2026 | Present |
| Truist Advisory Service, Inc | Montgomery Village | MD | 01/2026 | Present |
NOTARY PUBLIC POSITION: Notary NATURE: Notary Public for Maryland INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: Germantown MD, United States DESCRIPTION: Notary Public for Maryland LADIES FIRST FOUNDATION POSITION: Board Member NATURE: Organization to help poverty-stricken areas in Asia focusing on women, children, and the elderly. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: Silver Spring MD, United States DESCRIPTION: Attend meetings and provide input on how to best run events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
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