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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-15 |
Branch Locations
4701 Sangamore Rd Ste M2, Bethesda, MD 20816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Columbia | MD | 08/2024 | 06/2025 |
| American Pools | Wheaton | MD | 05/2019 | 08/2020 |
| Dick's Sporting Goods | Wheaton | MD | 10/2020 | 02/2022 |
| American Pools | Wheaton | MD | 05/2022 | 08/2022 |
| Towson University | Towson | MD | 09/2022 | 09/2024 |
| Premier Pools Management | Wheaton | MD | 05/2023 | 09/2023 |
| Thrivent Financial | Appleton | WI | 10/2024 | 06/2025 |
| J.P. Morgan Securities Llc | Rockville | MD | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Rockville | MD | 09/2025 | Present |
| Community Pool Service | Derwood | MD | 05/2018 | 09/2018 |
| Unemployed | Kensington | MD | 09/2015 | 04/2018 |
| Unemployed | Kensington | MD | 10/2018 | 04/2019 |
| Unemployed | Kensington | MD | 09/2020 | 09/2020 |
| Unemployed | Kensington | MD | 03/2022 | 04/2022 |
| Unemployed | Kensington | MD | 07/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-04 |
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