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7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johns Hopkins University | Baltimore | MD | 04/2012 | 09/2019 |
| Alfred I. Dupont Charitable Trust | Jacksonville | FL | 10/2019 | 12/2022 |
| Pennington Partners & Co. | Houston | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-22 |
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