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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-19 |
| CA | RA | APPROVED | 2024-01-19 |
| DC | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| MD | RA | APPROVED | 2024-01-19 |
| NJ | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
4350 East West Hwy Suite 510, Bethesda, MD 20814 • United States
2939 Olney Sandy Spring Rd Suite A, Olney, MD 20832 • 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 |
|---|---|---|---|---|
| Capital One Advisors | Mclean | VA | 01/2015 | 07/2018 |
| Capital One Investing | Mclean | VA | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Bethesda | MD | 01/2024 | Present |
1. CAPITAL HARVEST WEALTH PARTNERS LLC POSITION: Financial Advisor-Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 07/12/2018 ADDRESS: 4350 East West Highway, Suite #510, Bethesda MD 20814, United States; DESCRIPTION: Providing Financial/Investment advice to clients Managing the business as Managing Partner 2. PANG ENTERPRISES LLC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 07/13/2018 ADDRESS: 6295 Heather Glen Way, Clarksville, MD MD 21029, United States DESCRIPTION: Providing Financial/Investment advice to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-06 |
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