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Inactive

Eliot Simon

Evermay Wealth Management, LLC

Arlington, VA

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Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-10-09
  • VA RA
    APPROVED
    Since 2024-10-09

Branch Locations

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • 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
Garnet Group Llc Bethesda MD 02/2014 10/2021
Evermay Wealth Management, Llc Arlington VA 10/2021 Present
Previous Registrations
  • 2021-12-22 → 2022-03-23
    Garnet Group Llc
    Chicago, IL
    Chicago, IL
    Chevy Chase, MD
  • 2016-03-18 → 2021-10-15
    Garnet Group Llc
    Chicago, IL
    Chevy Chase, MD
    Chicago, IL
Designations

View on SEC IAPD

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ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

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