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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-09 |
| CA | RA | APPROVED | 2024-01-22 |
| MD | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED_RES | 2024-01-22 |
| VA | RA | APPROVED | 2024-01-22 |
Branch Locations
9711 Washingtonian Blvd. Suite 550, Gaithersburg, MD 20878 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing | Silver Spring | MD | 09/2015 | 07/2018 |
| Capital One Advisors, Llc | Silver Spring | MD | 09/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Gaithersburg | MD | 01/2024 | Present |
1) 6/2022- Santa Fe Financial Services LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- 14 Turnham Court, Gaithersburg, MD 20878- start date 7/16/218- 3hrs/mth 2) 6/2022- Diane Leon - Real Estate Rental- owner- inv. related- 9701 Fields Road, Apt. 1005, Gaithersburg, MD 20878- start date 11/15/2013- 0hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
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