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7272 Wisconsin Avenue 21St Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-01 |
Branch Locations
7272 Wisconsin Avenue 21St Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 03/2019 | 08/2019 |
| Bank Of America Corporation | Bethesda | MD | 06/2017 | 03/2019 |
| Branch Bank & Trust | Germantown | MD | 05/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | Arlington | VA | 12/2019 | 03/2021 |
| Charles Schwab Bank Ssb | Arlington | VA | 12/2019 | 03/2021 |
| Extended Travel | Bethesda | MD | 08/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Derwood | MD | 03/2021 | 06/2023 |
| Bank Of America, N.A. | Derwood | MD | 05/2021 | 06/2023 |
| Profunds Distributors, Inc | Bethesda | MD | 04/2024 | Present |
| N/A | Germantown | MD | 06/2023 | 04/2024 |
| Proshares | Bethesda | MD | 04/2024 | Present |
Luxury Travel Co, MD, started 6/2023, non investment related, travel planning services,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-26 |
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