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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-18 |
| MD | RA | APPROVED | 2022-08-08 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 03/2004 | 07/2022 |
| Bank Of America N.A. | Baltimore | MD | 05/2014 | 07/2022 |
| Xml Financial Group | Bethesda | MD | 08/2022 | Present |
| Xml Securities Llc | Bethesda | MD | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-12 |
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