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Adam James Platt

Kendall Capital Management

Rockville, MD

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Current Employers
Kendall Capital Management

2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-24
  • MD RA
    APPROVED
    Since 2025-10-24

Branch Locations

2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bogart Wealth Llc Mclean VA 06/2022 10/2025
Value Line Publishing New York NY 10/2011 05/2022
Kendall Capital Management, Inc. Rockville MD 10/2025 Present
  • 06/2022 → 10/2025
    Bogart Wealth Llc
    Mclean, VA
  • 10/2011 → 05/2022
    Value Line Publishing
    New York, NY
  • 10/2025 → Present
    Kendall Capital Management, Inc.
    Rockville, MD
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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