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Morgan Baker Veth

Bogart Wealth, LLC

Mclean, VA

Falls Church, VA

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Current Employers
Bogart Wealth, Llc

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-12
VA RA APPROVED 2022-07-12
  • TX RA
    APPROVED
    Since 2022-07-12
  • VA RA
    APPROVED
    Since 2022-07-12

Branch Locations

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Falls Church, VA • 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
Fidelity Investments Washington DC 11/2006 06/2022
Bogart Wealth, Llc Mclean VA 06/2022 Present
  • 11/2006 → 06/2022
    Fidelity Investments
    Washington, DC
  • 06/2022 → Present
    Bogart Wealth, Llc
    Mclean, VA
Previous Registrations
  • 2018-07-13 → 2022-06-13
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-06-21 → 2018-07-13
    Strategic Advisers Llc
    Bethesda, MD
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-19
S63 Uniform Securities Agent State Law Examination 2007-04-26
  • S66 Uniform Combined State Law Examination
    2010-06-19
  • S63 Uniform Securities Agent State Law Examination
    2007-04-26
Designations
Other Names
  • Morgan E Baker
  • Morgan Elizabeth Veth
  • Morgan E Veth

View on SEC IAPD

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