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Current Employers
Bluestone® Financial Advisors, Llc

7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

Baltimore, MD • United States

7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • 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
Susquehanna University Selinsgrove PA 08/2015 05/2019
Waddell & Reed Selinsgrove PA 02/2018 05/2019
Gp Strategies Corporation Columbia MD 07/2019 08/2022
Bluestone Financial Advisors, Llc Bethesda MD 09/2022 Present
  • 08/2015 → 05/2019
    Susquehanna University
    Selinsgrove, PA
  • 02/2018 → 05/2019
    Waddell & Reed
    Selinsgrove, PA
  • 07/2019 → 08/2022
    Gp Strategies Corporation
    Columbia, MD
  • 09/2022 → Present
    Bluestone Financial Advisors, Llc
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21

View on SEC IAPD

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