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Trumbower Financial Advisors LLC CRD 107495
$1.98B regulatory AUM 23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2013-09-23 |
| TX | RA | APPROVED | 2013-09-23 |
Branch Locations
3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trumbower Financial Advisors, Llc | Bethesda | MD | 03/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-29 |
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