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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-11 |
| IL | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 10/2019 | 12/2022 |
| Alliancebernstein | Chicago | IL | 01/2023 | Present |
| Malik Family Household | Portland | OR | 09/2018 | 08/2019 |
| The Loft | Baltimore | MD | 05/2017 | 08/2018 |
| &Wealth | Baltimore | MD | 01/2018 | 07/2018 |
| Ark Design Llc | Baltimore | MD | 05/2016 | 05/2017 |
| Hillstone Restaurant Group | Bethesda | MD | 12/2013 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
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