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7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-02-09 |
| MD | RA | APPROVED | 2024-01-16 |
| VA | RA | APPROVED | 2024-01-16 |
Branch Locations
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson - Hamlin Consulting | Washington | DC | 05/2016 | 12/2018 |
| Mercer Global Advisors Inc. | Vienna | VA | 01/2019 | 12/2021 |
| Mariner Wealth Advisors | Washington | DC | 01/2022 | 12/2023 |
| May Barnhard Investments Llc | Bethesda | MD | 12/2023 | Present |
| Councilor, Buchanan & Mitchell | Bethesda | MD | 12/2023 | Present |
| Mariner Wealth Advisors | Bethesda | MD | 01/2022 | 12/2023 |
Real estate licensed. I hold active real estate salesperson licenses in Washington, DC and Maryland. While not actively involved in helping clients to buy/sell properties, I am eligible to receive commissions or referral fees if transactions or referrals are completed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
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