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Current Employers
Bnb Wealth Mangagement, Llc

8730 Georgia Avenue Suite 500, Silver Spring, MD 20910 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2010-10-07
  • MD RA
    APPROVED
    Since 2010-10-07

Branch Locations

8730 Georgia Avenue Suite 500, Silver Spring, MD 20910 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capitol Securities Management Silver Spring MD 12/2011 Present
Bnb Wealth Management, Llc Silver Spring MD 10/2010 Present
  • 12/2011 → Present
    Capitol Securities Management
    Silver Spring, MD
  • 10/2010 → Present
    Bnb Wealth Management, Llc
    Silver Spring, MD
Previous Registrations
Other Businesses

1) Name of Business: BNB Wealth Management LLC Investment-related: YES Address: 8730 GEORGIA AVE ST. 500 SILVER SPRING, MD 20901 Nature of the other business: Investment Advisory Position, title, or relationship with the other business: investment advisor Start date: 11/1/2011 Approximate number of hours/month you devote to the other business: 172 Approximate number of hours/month you devote to the other business during securities trading hours: 140 Describe your duties relating to the other business: advise clients on which investment, choose based on their risk tolerance, income needs, time horizon and objectives. review the performance of their portfolio on a timely basis 2) Name of Business: THE NAUTI SAILOR/MIDSUMMER'S DREAM. INVESTMENT PROPERTY Investment-related: YES Address: 53260 RUNBOUT CIR FRISCO NC. Nature of the other business: vacation rental Position, title, or relationship with the other business: owner Start date: 1/13/12 Approximate number of hours/month you devote to the other business: 4 Approximate number of hours/month you devote to the other business during securities trading hours: 4 Describe your duties relating to the other business: manage property, maintenance, pay expenses

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-28
  • S66 Uniform Combined State Law Examination
    2008-08-28

View on SEC IAPD

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