Meredith Wade

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-09-01

Branch Locations

Springdale, MD • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Suntrust Investment Services, Inc	Laurel	MD	12/2015	04/2018
Suntrust Advisory Services	Atlanta	GA	08/2016	04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Clinton	MD	05/2018	09/2021
Bank Of America, N.A.	Clinton	MD	05/2018	09/2021
Xml Financial Group	Bethesda	MD	09/2021	Present
Xml Securities, Llc	Bethesda	MD	09/2021	Present

12/2015 → 04/2018

Suntrust Investment Services, Inc

Laurel, MD
08/2016 → 04/2018

Suntrust Advisory Services

Atlanta, GA
05/2018 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clinton, MD
05/2018 → 09/2021

Bank Of America, N.A.

Clinton, MD
09/2021 → Present

Xml Financial Group

Bethesda, MD
09/2021 → Present

Xml Securities, Llc

Bethesda, MD

2019-11-20 → 2021-08-31

Wells Fargo Advisors Financial Network, Llc

Bethesda, MD
2018-06-12 → 2019-11-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clinton, MD

Clinton, MD

Columbia, MD

Mitchellville, MD

Mitchellville, MD

Mitchellville, MD

Mitchellville, MD

Columbia, MD
2016-08-31 → 2018-04-30

Truist Advisory Services, Inc.

Hyattsville, MD

Hyattsville, MD
2015-12-24 → 2016-12-31

Truist Investment Services, Inc.

Hyattsville, MD

Hyattsville, MD
2013-08-22 → 2015-11-23

Morgan Stanley

Washington, DC
2005-03-24 → 2013-07-16

Wells Fargo Clearing Services, Llc

Mclean, VA

Mclean, VA

Mclean, VA
2004-02-24 → 2004-12-31

Equitable Advisors, Llc

Falls Church, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-12-02

Other Firms