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Current Employers
Xml Financial Group

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-18
MD RA APPROVED 2022-08-08
  • TX RA
    APPROVED
    Since 2024-08-18
  • MD RA
    APPROVED
    Since 2022-08-08

Branch Locations

Pasadena, MD • United States

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • 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
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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2005-08-12
Designations
Other Names
  • Shawna Bobetich
  • Shawna Teresa Bobetich

View on SEC IAPD

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