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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-16 |
| TX | RA | APPROVED_RES | 2019-01-14 |
| MD | RA | APPROVED | 2016-10-03 |
| VA | RA | APPROVED | 2016-10-01 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Centreville, VA • United States
10306 Eaton Place Suite 230, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Vienna | VA | 01/2014 | 09/2016 |
| Xml Financial, Llc | Falls Church | VA | 10/2016 | Present |
09/2013 Insurance Agent, non-securities related, from XML location, serve as insurance agent for non-securities based products. 3/month/trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-21 |
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