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11810 Grand Park Avenue Suite 500, Potomac, MD 20854 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-14 |
Branch Locations
11810 Grand Park Avenue Suite 500, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cincinnati | OH | 01/2008 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2025 |
| Addax Bridge Wealth Management Llc | Potomac | MD | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-06 |
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