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5610 Wisconsin Ave #108, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5610 Wisconsin Ave #108, Chevy Chase, MD 20815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Bethesda | MD | 01/2011 | 01/2021 |
| Harold Zirkin Fiduciary Services, Inc. | Bethseda | IL | 01/2011 | Present |
| Hz Investments Inc. | Chevy Chase | MD | 01/2021 | Present |
Harold Zirkin Fiduciary is owner of Harold Zirkin Fiduciary. He serves as trustee for multiple relationships. The trusts are not clients of HZ Investments Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
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