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7272 Wisconsin Avenue Ninth Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| VA | RA | APPROVED | 2019-12-23 |
Branch Locations
7272 Wisconsin Avenue Ninth Floor, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Ameriprise Financial | Bethesda | MD | 09/1997 | 09/2019 |
| Steeley & Associates | Bethesda | MD | 01/2012 | Present |
| Smg Advisory, Llc | Bethesda | MD | 09/2019 | Present |
I own and manage a CPA practice that advises clients on tax and business matters. No assurance or audit services are provided. I also operate a shared suite, Business Center, LLC,that provides turn-key work and office solutions for independent business owners. No commissions from either activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-14 |
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