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Megan Ann Bleil

Pennington Partners & Co., LLC

Bethesda, MD

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Current Employers
Pennington Partners & Co., Llc

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-01-09
  • MD RA
    APPROVED
    Since 2017-01-09

Branch Locations

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • 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
Pennington Partners & Co., Llc Bethesda MD 04/2016 Present
Previous Registrations
  • 2016-04-27 → 2016-12-31
    Bethesda, MD
  • 2015-09-22 → 2016-06-10
    Wealthspire Advisors
    Potomac, MD
  • 2007-03-27 → 2015-12-16
    Highline Wealth Management, Llc
    Bethesda, MD
  • 2006-12-06 → 2007-04-11
    Meltzer Wealth Management
    Bethesda, MD
  • 2004-09-27 → 2006-05-11
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-24
  • S65 Uniform Investment Adviser Law Examination
    2004-09-24

View on SEC IAPD

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