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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
| DE | RA | APPROVED | 2023-05-15 |
| MD | RA | APPROVED | 2017-07-21 |
| VA | RA | APPROVED | 2017-07-21 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Sarasota, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Washington | DC | 02/2017 | 03/2017 |
| Xml Financial, Llc | Bethesda | MD | 06/2017 | Present |
| Xml Securities, Llc | Bethesda | MD | 08/2022 | Present |
| Robert W. Baird & Co. | Reston | VA | 07/2007 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
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