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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-04 |
| VA | RA | APPROVED | 2019-02-06 |
Branch Locations
10306 Eaton Place Suite 230, Fairfax, VA 22030 • United States
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Burke, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xml Securities, Llc (Formerly Lara, May & Associates, Llc) | Fairfax | VA | 01/2008 | Present |
| Xml Financial, Llc | Fairfax | VA | 02/2019 | Present |
1) 4/31/2022: BR Financial Associates Management Company, LLC, equity member, located at reported business location, management company for XML Financial, LLC and XML Securities, LLC - 120Hr/month/trading. 2) FINRA Board of Governors, Small Firm member, as of 9/11/2024, average 15hrs/month/trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-19 |
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