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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-22 |
Branch Locations
7711 Tuckerman Lane, Potomac, MD 20854 • United States
13074 Middlebrook Road, Germantown, MD 20874 • United States
7200 Wisconsin Avenue, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bethesda | MD | 01/2014 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 02/2019 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Arlington | VA | 11/2019 | 11/2021 |
| J.P. Morgan Securities Llc | Arlington | VA | 11/2019 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2021 | 01/2024 |
| Wells Fargo Bank, Na | Mclean | VA | 11/2021 | 01/2024 |
| Pnc Investments | Bethesda | MD | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-23 |
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