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7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-16 |
| MD | RA | APPROVED | 2008-08-22 |
Branch Locations
7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States
Locust Valley, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Financial Advisors, Llc | Bethesda | MD | 08/2007 | Present |
| Bluestone Life Insurance Company | Burlington | VT | 08/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-27 |
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