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Donald Matthew Wright

Wright Wealth Management LLC

Chevy Chase, MD

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Current Employers
Wright Wealth Management Llc

Chevy Chase, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-19
  • MD RA
    APPROVED
    Since 2021-01-19

Branch Locations

Chevy Chase, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Bethesda MD 04/2015 11/2016
Wells Fargo Clearing Services, Llc Bethesda MD 11/2016 10/2020
Wright Wealth Management Llc Chevy Chase MD 01/2021 Present
Previous Registrations
  • 2015-04-24 → 2020-11-23
    Wells Fargo Clearing Services, Llc
    Bethesda, MD
  • 2009-06-01 → 2015-04-30
    Morgan Stanley
    Bethesda, MD
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Bethesda, MD
  • 2002-05-13 → 2007-04-02
    Morgan Stanley Dw Inc.
    Bethesda, MD
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-22
  • S66 Uniform Combined State Law Examination
    2002-03-22

View on SEC IAPD

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