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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-17 |
| MD | RA | APPROVED | 2026-02-13 |
| HI | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dtlr | Annapolis | MD | 05/2016 | 08/2017 |
| Amazon | Baltimore | MD | 07/2017 | 09/2017 |
| Polo Ralph Lauren | Hanover | MD | 08/2017 | 01/2018 |
| Viva Technology | Baltimore | MD | 05/2018 | 08/2022 |
| At&T Portables | Annapolis | MD | 01/2019 | 01/2020 |
| Swarovski | Hanover | MD | 04/2018 | 10/2023 |
| M&T Bank | Baltimore | MD | 01/2021 | 09/2023 |
| T. Rowe Price | Owings Mills | MD | 10/2023 | 11/2024 |
| Morgan Stanley | Washington | DC | 12/2024 | Present |
*623239 - Door Dash; Investment Related - No; SAN FRANCISCO, California; Delivery; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 90; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-12 |
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