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7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-01 |
Branch Locations
Smithsburg, MD • United States
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Williston | VT | 11/2014 | 07/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Williston | VT | 11/2014 | 07/2017 |
| You Tree Llc | Stowe | VT | 07/2017 | 08/2025 |
| One Day In July Llc | Burlington | VT | 02/2019 | 12/2020 |
| Mbi Llc | Bethesda | MD | 08/2025 | Present |
Steven Schleupner is a Divorce Financial Planning professional for the accounting firm, Councilor Buchanan & Mitchell. Not investment -related. Start date: August 25, 2025. Approx. 36 hours a week spent on OBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
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