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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-10 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets | Hunt Valley | MD | 03/2009 | 11/2021 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 11/2021 | Present |
RENTAL PROPERTY, INVT RELATED, RODANTHE, MD, 50% OWNERSHIP WITH SPOUSE, START DATE 5/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.| BUCKET123 LLC, INV RELATED, PHOENIX, MD, 100% OWNERSHIP, START 11/10/2021, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE.| LUBBERSMUNSON, LLC; NOT INV. RELATED; RODANTHE,NC; 50% OWNERSHIP WITH SPOUSE; START DATE 01/01/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY.| MUNSON GP, LLC; INV RELATED; PHOENIX, MD; 90% OWNERSHIP; START DATE 05/06/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FORMED TO SELL A % TO A LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-21 |
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