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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-01 |
Branch Locations
4500 East West Highway Suite 150, Bethesda, MD 20814 • United States
4500 East West Hwy Suite 150, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-03-02 |
Branch Locations
4500 East West Hwy Suite 150, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinion Financial Services | Chevy Chase | MD | 02/2016 | Present |
| Sagepoint Financial, Inc. | Chevy Chase | MD | 11/2020 | 09/2023 |
| Osaic Wealth, Inc. | Chevy Chase | MD | 09/2023 | Present |
PINION FINANCIAL SERVICES LLC POSITION: Assistant to Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/11/2016 ADDRESS: 4500 East West Highway, Suite 150, Bethesda MD 20814, United States DESCRIPTION: Assisting Richard Pinion and RIA to service clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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