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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
| MD | RA | APPROVED | 2024-07-26 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | Present |
| Homeside Financial | Fairfax | VA | 08/2021 | 01/2024 |
| The Conafay Group | Washington | DC | 04/2020 | 08/2020 |
| Hsu Builders | Gaithersburg | MD | 06/2019 | 07/2019 |
| Development Alternatives, Inc (Dai) | Bethesda | MD | 05/2019 | 06/2019 |
| Cushman & Wakefield | Washington | DC | 06/2018 | 08/2018 |
| Hsu Builders | Gaithersburg | MD | 06/2017 | 08/2017 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 07/2021 |
| Georgetown Prepatory School | Bethesda | MA | 12/2013 | 06/2017 |
Outside insurance appointment - Prudential.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
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