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7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-06-07 |
| MD | RA | APPROVED | 2024-04-26 |
Branch Locations
Washington, DC • United States
7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group | Charlotte | NC | 08/2020 | 02/2021 |
| Wake Forest University | Winston Salem | NC | 05/2019 | 08/2020 |
| Wake Forest University | Winston Salem | NC | 08/2016 | 05/2020 |
| Richard Worrell | Charlotte | NC | 02/2021 | 04/2023 |
| Northwestern Mutual Wealth Management Services | Charlotte | NC | 04/2021 | 04/2023 |
| Glassy Mountain Advisors, Inc. | Bethesda | MD | 05/2023 | Present |
| Glassy Mountain Advisors, Inc. | Bethesda | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-06 |
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