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5425 Wisconsin Ave, Suite 600, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED_RES | 2024-08-05 |
| DC | RA | APPROVED | 2024-08-01 |
| MD | RA | APPROVED | 2024-07-12 |
Branch Locations
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD 20815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2018 | 07/2024 |
| Information Management Systems Group | Rockville | MD | 07/2015 | 10/2018 |
| Personal Financial Partners Llc | Chevy Chase | MD | 07/2024 | Present |
Sergio Abarca Fuente will be conducting educational seminars at the National Institute of Transitional Planning. This activity accounts for approximately 1% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
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