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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-11 |
| TX | RA | APPROVED_RES | 2020-01-06 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Alma, CO • United States
311 S. Main St, Unit G P.O. Box 3813, Breckenridge, CO 80424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Alden Health Ins. | Frisco | CO | 04/2004 | 12/2019 |
| Xml Securities, Llc (Formerly Lara, May & Associates, Llc) | Breckenridge | CO | 01/2008 | Present |
| Xml Financial, Llc | Bethesda | MD | 02/2019 | Present |
(1) 4/2021 Abbey Excavating (spouse's company), residence based, non-investment related, 1/month/trade hrs, half share holder and signor on the business checking account. (2) 07/2002: Insurance producer agent, no business name, XML Securities locations, 10Hr/month/trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-10 |
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