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12435 Park Potomac Ave Suite 440, Potomac, MD 20854 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-27 |
| TX | RA | APPROVED | 2025-06-27 |
Branch Locations
12435 Park Potomac Ave Suite 440, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 06/2009 | 01/2019 |
| Wells Fargo D/B/A Mertitis Wealth Management | Potomac | MD | 01/2019 | 06/2025 |
| Meritis Wealth Management, Inc. | Potomac | MD | 06/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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