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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-19 |
| MD | RA | APPROVED | 2025-07-21 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | Bethesda | MD | 05/2020 | 01/2025 |
| Rosenthal Properties | Vienna | VA | 06/2023 | 08/2023 |
| Jk Moving Services | Gaithersburg | MD | 06/2021 | 08/2021 |
| Guardian Life Insurance Company | Reston | VA | 07/2024 | 06/2025 |
| Fidelity Investments | Bethesda | MD | 06/2025 | Present |
| Vanderbilt University | Nashville | TN | 07/2020 | 05/2024 |
| Congressional Country Club | Bethesda | MD | 07/2023 | 08/2023 |
| Montgomery County Public Schools | Bethesda | MD | 12/2014 | 06/2020 |
| Park Avenue Securities | Reston | VA | 01/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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