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3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-12 |
| VA | RA | APPROVED | 2026-02-12 |
Branch Locations
3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States
608 Melvin Ave Suite 101, Annapolis, MD 21401 • United States
Edgewater, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Tilly Virchow Krause Llp | Tysons | VA | 09/2008 | 11/2019 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 01/2020 | 02/2026 |
| Evermay Wealth Management Llc | Arlington | VA | 02/2026 | Present |
| Novotny, Larash, Venters & Wolf Llc | Annapolis | MD | 01/2021 | 02/2026 |
| Wolf Tax Advisory Llc | Annapolis | MD | 11/2019 | 12/2020 |
1) NLVW Properties LLC; not investment-related; Annapolis, MD; rental; Partner; started 05/2023; approximately 4 hours per month, none during securities trading hours; management duties. 2) Knox 103 LLC; not investment-related; Edgewater, MD; rental; Partner; started 02/2017; approximately 2 hours per month, none during securities trading hours; management duties. 3) West Annapolis HOA; not investment-related; Annapolis, MD; Homeowners Association; President; started 08/2023; approximately 4 hours per month, none during securities trading hours; management duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-09 |
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