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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Parsippany | NJ | 06/2010 | 08/2018 |
| Regentatlantic Capital Llc | Morristown | NJ | 08/2018 | 01/2019 |
| Wiss Private Client Advisors, Llc | Livingston | NJ | 01/2019 | 04/2019 |
| Raymond James Financial Services, Inc. | Basking Ridge | NJ | 05/2019 | 09/2021 |
| Raymond James Financial Services Advisors, Inc. | Basking Ridge | NJ | 05/2019 | 09/2021 |
| Valic Financial Advisors | Boca Raton | FL | 10/2021 | 07/2022 |
| Xml Financial Group | Fort Washington | PA | 07/2022 | Present |
| Xml Securities | Fairfax | VA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
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