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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 07/2019 | 03/2025 |
| Bank Of America, N.A. | Vienna | VA | 07/2019 | 03/2025 |
| Michigan State University | East Lansing | MI | 08/2016 | 08/2019 |
| Morgan Stanley | Washington | DC | 05/2018 | 08/2018 |
| Northern Virginia Community College | Sterling | VA | 05/2016 | 07/2016 |
| Truist Investment Services, Inc | Fairfax | VA | 03/2025 | Present |
| Truist Advisory Services, Inc | Fairfax | VA | 03/2025 | Present |
RENTAL PROPERTY POSITION: Homeowner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2021 ADDRESS: Herndon VA, United States DESCRIPTION: Owner. UBER POSITION: Driver NATURE: Uber Driving on weekends INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2018 ADDRESS: San Francisco CA, United States DESCRIPTION: Driver.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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