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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-07-06 |
| TX | RA | APPROVED_RES | 2020-07-02 |
| MD | RA | APPROVED | 2016-10-01 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Kensington, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F.KA.) Linsco/Private Ledger Corp. | Rockville | MD | 11/2004 | 09/2016 |
| Xml Financial, Llc | Bethesada | MD | 10/2016 | Present |
| Benefits Insurance Group, Inc. | Bethesda | MD | 09/2002 | Present |
| Xml Securities, Llc | Bethesda | VA | 01/2019 | Present |
Lifestyle Life * Insurance Agency * Not investment related - 6901 Rockledge Drive, Bethesda, MD 20817 - Owner & President - start 11/20/04 - 100 hrs per month; 5 hrs per day during securities trading hours - LI, DI & LTC insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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