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6903 Rockledge Drive Ste. 530, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2005-03-02 |
Branch Locations
Two Democracy Center 6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management Llc | Bethesda | MD | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-23 |
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