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Caroline Terrell Szivos

Chevy Chase Trust Company

Bethesda, MD

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Current Employers
Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-08-07
VA RA APPROVED 2026-07-30
MD RA APPROVED 2026-06-06
  • DC RA
    APPROVED
    Since 2026-08-07
  • VA RA
    APPROVED
    Since 2026-07-30
  • MD RA
    APPROVED
    Since 2026-06-06

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • 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
Chevy Chase Trust Company Bethesda MD 01/2026 Present
Artfulprint Llc Bethesda MD 04/2011 12/2025
Other Businesses

Partial owner of ArtfulPrint LLC, a family business specializing in art reproduction and printing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-06
S63 Uniform Securities Agent State Law Examination 2012-11-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-06
  • S63 Uniform Securities Agent State Law Examination
    2012-11-30
Other Names
  • Caroline Wasserman
  • Caroline Terrell Wasserman
  • Caroline Szivos
  • Caroline Terrell Szivos

View on SEC IAPD

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KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
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NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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