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7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-10-24 |
| MD | RA | APPROVED | 2022-09-09 |
| VA | RA | APPROVED | 2022-09-09 |
Branch Locations
7501 Wisconsin Avenue 15Th 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 |
|---|---|---|---|---|
| Bdo Wealth Advisors, Llc | Columbia | MD | 11/2019 | 05/2022 |
| Complex Capital Management, Llc | Washington | DC | 03/2018 | 11/2019 |
| Lockheed Martin Investment Management | Bethesda | MD | 03/2009 | 03/2018 |
| Biegel Waller | Columbia | MD | 11/2019 | 01/2020 |
| Bdo Wealth Advisors, Llc | Columbia | MD | 01/2020 | 06/2021 |
| Chevy Chase Trust Company | Bethesda | MD | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
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