Brian Gibbon Mattox

Employer firm

Kendall Capital Management CRD 134740

$744M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 02/2018
  Andersen Tax
  Mclean, VA
• 02/2018 → Present
  Kendall Capital Management
  Rockville, MD

Previous Registrations

• 2016-06-02 → 2018-02-26
  Andersen
  Mclean, VA
• 2006-05-12 → 2016-06-07
  Fortigent, Llc
  Rockville, MD
• 2006-02-21 → 2006-04-07
  Citigroup Global Markets Inc.
  New York, NY
• 2003-01-24 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2003-01-23