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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-03-13 |
| VA | RA | APPROVED | 2018-03-09 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Trust Company, Fsb | Washington | DC | 06/1998 | 10/2017 |
| Unemployed | Potomac | MD | 10/2017 | 02/2018 |
| Xml Financial, Llc | Bethesda | MD | 03/2018 | Present |
| Xml Securities, Llc | Bethesda | MD | 03/2019 | Present |
1) 2018 Author of book, I've Still Got Me, non-investment related, speaking engagements, 2hrs/month/0 trading. 2) 2022 landlord, service and maintain rental properties, from primary residence, 0 trading/5 hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-07 |
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