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Noorjahan Enayat

Xml Financial Group

Bethesda, MD

Centreville, VA

Fairfax, VA

CRD 5529897

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Employer firm

Xml Financial Group CRD 284987

$3.30B regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Xml Financial Group

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • CA RA
    APPROVED
    Since 2023-09-16
  • TX RA
    APPROVED_RES
    Since 2019-01-14
  • MD RA
    APPROVED
    Since 2016-10-03
  • VA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Vienna VA 01/2014 09/2016
Xml Financial, Llc Falls Church VA 10/2016 Present
  • 01/2014 → 09/2016
    Vienna, VA
  • 10/2016 → Present
    Xml Financial, Llc
    Falls Church, VA
Previous Registrations
  • 2014-01-30 → 2016-10-13
    Vienna, VA
    Rockville, MD
    Vienna, VA
  • 2013-03-11 → 2014-01-30
    Finigan Financial Services, Llc
    Vienna, VA
Other Businesses

09/2013 Insurance Agent, non-securities related, from XML location, serve as insurance agent for non-securities based products. 3/month/trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-21
  • S66 Uniform Combined State Law Examination
    2013-01-21
Designations
  • Certified Financial Planner
Other Names
  • Noory Enayat

View on SEC IAPD

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