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4800 Hampden Lane Suite 200, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-04 |
Branch Locations
4800 Hampden Lane Suite 200, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 09/2013 | 02/2018 |
| Planning Solutions Group, Llc | Fulton | MD | 09/2013 | 02/2018 |
| Macroview Investment Management Llc | Bethesda | MD | 02/2018 | Present |
1)National Capital Chapter-Society of Financial Service Professionals;not investment related;P.O. Box 5153,Arlington,VA 22205;industry association;treasurer;7/1/2017;2 hrs/month;.1 hr during trading;serve as a member of the board,monitor the association's financials,signor on association checking account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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