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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-18 |
Branch Locations
14945 Shady Grove Road, Rockville, MD 20850 • United States
1647 Rockville Pike, Rockville, MD 20852 • United States
18100 Town Center Drive, Olney, MD 20832 • United States
702 Russell Avenue, Gaithersburg, MD 20877 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Washington | DC | 01/2009 | 05/2017 |
| Pnc Investments Llc | Washington | DC | 01/2009 | 05/2017 |
| Capital One Investing, Llc | Rockville | MD | 05/2017 | 07/2018 |
| Woodbury Financial Services, Inc. | North Bethesda | MD | 07/2018 | 07/2019 |
| Citigroup | Washington | DC | 07/2019 | 03/2024 |
| Pnc Investment Llc | Gaithersburg | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-20 |
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