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7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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