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7200 Wisconsin Avenue Suite 300, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED | 2020-01-10 |
| MD | RA | APPROVED | 2019-10-01 |
Branch Locations
7200 Wisconsin Avenue Suite 300, Bethesda, MD 20814 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 09/2012 | 10/2019 |
| The Luts & Greenleigh Group, Inc. | Bethesda | MD | 10/2019 | Present |
1. BD VENTURES LLC, INV RELATED, ROCKVILLE, MD, 50% OWNER, START: 5/28/2015, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: INVEST IN COMMERCIAL REAL ESTATE. 2. CO-TRUSTEE FOR THE LUTS & GREENLEIGH 401K; INV RELATED; BETHESDA, MD; FOR 3 EMPLOYEES; START: 10/1/14; 160 HRS/MO; 130 HRS DURING TRADING. 3. INDEPENDENT INSURANCE AGENT; SAME LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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