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Three Bethesda Metro Center Suite 320, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2018-05-18 |
| VA | RA | APPROVED | 2016-10-06 |
| MD | RA | APPROVED | 2016-06-06 |
Branch Locations
7700 Georgetown Road Suite 320, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan & Wetmore P.C. | Bethesda | MD | 10/1991 | Present |
| Alikos Wealth Management, Llc | Bethesda | MD | 12/2015 | Present |
1.) SB Real Estate, LLC, LLC Member, Real Estate Investment Partnership, 7700 Old Georgetown Road, Suite 320, Bethesda, MD 20815, Start date 08/23/2002, approximately 4 hrs/month during trading hours, LLC member with management responsibilities 2.) 2801 Fifteenth Street, LLC, LLC Member, Real Estate Investment Partnership, 3030 Jasper Blvd, Sullivans Island, SC, start date 01/20/2010, approximately 4 hrs/month during trading hours, Investor duties. 3.)25 Calhoun CMB, LLC, LLC Member, Real Estate Investment Partnership, 3030 Jasper Blvd, Sullivans Island, SC, start date 03/07/2013, approximately 4 hrs/month during trading hours, Investor duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-04 |
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