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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| CO | RA | APPROVED | 2019-02-01 |
| VA | RA | APPROVED | 2019-02-01 |
Branch Locations
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Owings Mill, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xml Securities, Llc (Formerly Lara, May & Associates, Llc) | Falls Church | VA | 05/2016 | Present |
| Xml Financial, Llc | Falls Church | VA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-19 |
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