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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
| VA | RA | APPROVED | 2026-05-18 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 05/2026 | Present |
| Full-Time Education | Whitefish Bay | WI | 01/2015 | 12/2020 |
| Rockin' Jump | Brown Deer | WI | 12/2020 | 06/2021 |
| Whitefish Bay School District | Whitefish Bay | WI | 06/2021 | 08/2022 |
| Full-Time Education | Washington | DC | 08/2022 | 05/2023 |
| Full-Time Education | Washington | DC | 08/2023 | 05/2024 |
| Full-Time Education | Washington | DC | 08/2024 | 12/2024 |
| Capital Bank | Rockville | MD | 05/2023 | 08/2023 |
| U.S. Senate | Washington | DC | 06/2023 | 08/2023 |
| Charles Schwab | Phoenix | AZ | 06/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2025 | 04/2026 |
| Schwab Wealth Advisory | Lone Tree | CO | 02/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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