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7000 Carroll Ave Ste 201A, Takoma Park, MD 20912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-10 |
Branch Locations
7000 Carroll Ave Ste 201A, Takoma Park, MD 20912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Financial | Takoma Park | MD | 03/2024 | Present |
| Lifetime Financial | Takoma Park | MD | 10/2022 | 02/2024 |
| Coalition To Transforming Advanced Care | Washington | DC | 05/2021 | 10/2022 |
| Capote Ventures | Silver Spring | MD | 11/2018 | 04/2021 |
| Leadingage | Washington | DC | 09/2011 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
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