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1255 Union Street Ne 7Th Floor, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-20 |
| DC | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
1255 Union Street Ne 7Th Floor, Washington, DC 20002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Washington | DC | 01/2016 | 05/2019 |
| Cic Wealth, Llc | Rockville | MD | 05/2019 | 10/2024 |
| Capital Area Planning Group | Washington | DC | 10/2024 | Present |
1) ETHRIDGE CONSULTING, LLC; INVESTMENT-RELATED; 3604 JAMISON ST NE, WASHINGTON DC 20018; SOLE PROPRIETORSHIP FOR PUBLIC SPEAKING ROLE; OWNER; 3/1/2023; 4 HOURS PER MONTH; SPEAKING ON INVESTMENT TOPICS AT EVENTS AND ON CNBC - 2) CAPITAL AREA RISK MANAGEMENT, LLC; NOT INVESTMENT-RELATED; 3604 JAMISON ST NE, WASHINGTON DC 20018; INSURANCE SALES; PRESIDENT AND OWNER; 3/15/2021; 8 HOURS PER MONTH; LIFE, HEALTH, PROPERTY, AND CASUALITY INSURANCE SALES 3) DOME AUDIO INC; NOT INVESTMENT-RELATED; 2 PARK SQUARE, SUITE 2221, RAHWAY, NJ. 07065; BLUETOOTH HEADPHONE MANUFACTURER; BOARD MEMBER; 9/1/2023; 2 HOURS PER MONTH; ATTEND BOARD MEETINGS AND CONFERENCE CALLS 4) CAPITAL AREA TAX CONSULTANTS; NOT INVESTMENT-RELATED; 3604 JAMISON ST NE, WASHINGTON, DC 20018; TAX PREPARATION; MANAGING PARTNER; 1/1/2024; 10 HOURS PER MONTH; SUPERVISION OF TAX PREPARATION 5) PRACTICE INTELLIGENCE INC; NOT INVESTMENT-RELATED; 1015 NW 6 TER, BOCA RATON FL 33486; SHAREHOLDER 3/1/2024; 2 HOURS PER MONTH; ADVISORY BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-16 |
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