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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-23 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Investment Advisory, Llc | Lutherville | MD | 05/2016 | 09/2022 |
| Kawg&F Financial Planning Group Llc | Timonium | MD | 10/2022 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 05/2024 | Present |
7200 TAX PARNERS-HR & BUSINESS OPERATIONS-SUPPORT STAFF; INV RELATED; BETHESDA, MD; CPA; START DATE 03/07/2025; 10 HOURS PER MONTH; 10 HOURS DURING TRADING | SEVENTY2 CAPITAL WEALTH MANAGEMENT 401K; INV RELATED; BETHESDA, MD; TRUSTEE FOR PRACTICE 401K PLAN; TRUSTEE; START DATE: 08/30/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-27 |
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