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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
11297 New Hampshire Ave, Silver Spring, MD 20904 • United States
4701 Sangamore Rd Ste M2, Bethesda, MD 20816 • United States
3825 Aspen Hill Rd, Aspen Hill, MD 20906 • United States
10200 River Rd, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelling Tea Co/Herbal Tea Spa | Whitehorse | 01/2010 | 12/2021 | |
| Fidelity Investments | Washington | DC | 07/2024 | 06/2025 |
| Cibc | Whitehorse | 05/2016 | 06/2023 | |
| J.P. Morgan Securities Llc | Silver Spring | MD | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Silver Spring | MD | 06/2025 | Present |
| Unemployed | Whitehorse | 06/2023 | 07/2024 |
OBA-111432|OrgNmn:Transition Philippines |Org Addr:Kensington,Maryland,US|OBA Nature:Non profit that promotese movi|Invst Rel:N|Title:Program Manager( Volunteer basis |Duties:I'm their book keeper and help with making financial decisions about how best to use working capital and fore casting for future projects. |StrtDt:11-01-11|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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