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7200 Wisconsin Avenue Suite 300, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-10 |
| MD | RA | APPROVED | 2019-10-31 |
Branch Locations
7200 Wisconsin Avenue Suite 300, Bethesda, MD 20814 • 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 |
| Private Client Services | Bethesda | MD | 02/2020 | 11/2020 |
1) TRIP MCNEALY FOUNDATION. 9814 JUNIPER HILL ROAD, ROCKVILLE, MD 20850. HOST EVENTS TO RAISE MONEY FOR MILITARY CHARITIES. VICE-CHAIRMAN, FUND RAISING. 4 HOURS/MO; 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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