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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-04 |
Branch Locations
7475 Wisconsin Avenue Suite 600, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewater Wealth & Financial Management, Llc | Bethesda | MD | 07/2012 | 12/2017 |
| The Colony Group, Llc | Boston | MA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-24 |
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