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2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-23 |
| NC | RA | APPROVED | 2025-06-23 |
| VA | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Potomac Partners, Llc | Bethesda | MD | 12/2014 | 05/2025 |
| Strathmore Capital Advisors, Inc. | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-04 |
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