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4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2018-08-24 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Washington | DC | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 08/2018 |
| Sargent Investment Group | Bethesda | MD | 08/2018 | Present |
The Washington Home - Charitable Foundation - Hospice care. 1875 Connecticut Ave. Suite 540, Washington, DC. 20009 Board Member and Investment Committee Member. August, 2016. 4 hours monthly time commitment, 2 of those during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-05 |
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