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7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-11-25 |
| VA | RA | APPROVED | 2025-11-14 |
| MD | RA | APPROVED | 2025-10-24 |
Branch Locations
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevy Chase Trust Company | Bethesda | MD | 06/2025 | Present |
| Cst Group Cpa's | Reston | VA | 09/2011 | 05/2025 |
Investment-related and non-investment-related real estate - passive involvement in all, with zero hours devoted during the month and during trading hours. 1. Partner/Investor: Kingsway Center, LLC - P.O. Box 6153, McLean, 22106. Start date 06/01/2009 (25% ownership) 2. Partner/Investor: Cedar Creek Station, LLC - P.O. Box 6153, McLean, 22106. Start date 12/24/2024 (25% ownership) 3. Parter/Investor: Penn Forest Center, LLC - P.O. Box 8603, Reston, VA 20195. Start date 05/13/2024 (10% ownership) 4. Non-investment related - Residential Landlord of two personal rental properties - 50% ownership of one with husband and 100% of the other. Start dates for rentals - 09.17.2018 and 10.19.2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
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