Sarah Klawitter Marks

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Arlington, VA
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Arlington, VA
• 01/2018 → 05/2022
  Raymond James Financial Services, Inc.
  Washington, DC
• 01/2018 → Present
  Steward Partners Global Advisory, Llc
  Mclean, VA
• 01/2018 → Present
  Steward Partners Investment Advisory, Llc
  Mclean, VA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Mclean, VA

Previous Registrations

• 2007-12-07 → 2018-01-29
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Arlington, VA
  Arlington, VA
  Columbia, MD
  Arlington, VA
  Alexandria, VA
  Arlington, VA
  Arlington, VA
  Arlington, VA
• 2006-04-12 → 2007-12-11
  Truist Investment Services, Inc.
  Reston, VA
  Falls Church, VA
  Vienna, VA
  Laurel, MD
  Falls Church, VA
• 2003-07-08 → 2006-01-11
  Ameriprise Advisor Services, Inc.
  Rockville, MD
• 2003-06-02 → 2003-11-07
  Choreo, Llc
  Rockville , MD

Other Businesses

(1)Name of Business: 38NorthStudio, LLC Address: 109 R Park Ave., Falls Church, VA, 22046, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General vision for the operation of a local music studio that will serve as a incubator for creative projects across the artistic spectrum, predominately related to audio recording. I'll mainly involved in the initial branding and marketing of the studio. (2) Name of Business: Steward Partners Global Advisory Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, 22102, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes; Start Date: 04/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Install insurance products listed. (3) Name of Business: Studio EDU Address: 109R Park Ave., Falls Church, VA, 22046 Activity Type: Non-profit Position/Title: Advisory Board Investment Related: No Start Date: 04/22/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Creator/owner of non-profit. Purpose is to inspire the next generation of artists, engineers & entrepreneurs though hands-on learning & direct access to professional musicians, engineers, & state-of-the-art technology in a collaborative studio environment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-04
• S63 Uniform Securities Agent State Law Examination
  2000-09-07

Designations

Other Names

• Sarah Michelle Klawitter
• Sarah Michelle Klawitter