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22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
6903 Rockledge Drive Suite 300, Bethesda, MD 20817 • United States
6903 Rockledge Drive Suite 300, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-13 |
| MD | RA | APPROVED | 2018-09-11 |
Branch Locations
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 06/2015 | 09/2018 |
| Sandbox Financial Partners, Llc | Bethesda | MD | 09/2018 | Present |
BALD LLC; INV. RELATED; POTOMAC, MD; FAMILY PASS THROUGH ENTITY; 25% OWNERSHIP; START DATE 1/2011; 1 HR PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-04 |
| S66 | Uniform Combined State Law Examination | 2007-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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