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4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-19 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Advisory, Llc. | Baltimore | MD | 05/2013 | 09/2018 |
| Carnegie Institution For Science | Washington, Dc. | DC | 09/2018 | 02/2026 |
| Sargent Investment Group, Llc. | Bethesda | MD | 02/2026 | Present |
The Washington Home, Board Member, non-investment related, 5335 Wisconsin Avenue, NW, Suite 440, Washington, DC 20015. Member of the board of a charity foundation. Less than 0hrs per week during business hours, less than 8hrs per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-16 |
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