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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery County Public Schools | Rockville | MD | 08/2013 | 05/2019 |
| Manny And Olga's Pizza | Silver Spring | MD | 05/2015 | 12/2021 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 12/2023 |
| Republic Finance | Roanoke | VA | 06/2022 | 08/2022 |
| Choreo | Gaithersburg | MD | 06/2023 | 08/2023 |
| Manny And Olgas Pizza | Silver Spring | MD | 01/2024 | 06/2024 |
| Lpl Financial Llc | Rockville | MD | 07/2024 | 05/2025 |
| Morgan Stanley | Bethesda | MD | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
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