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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-04-20 |
| TX | RA | APPROVED | 2021-04-20 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Timonium | MD | 03/2013 | 04/2021 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 04/2021 | Present |
STEAD ASSET MANAGEMENT INC., INV RELATED, HUNT VALLEY, MD, 100% OWNERSHIP, START 5/3/2021, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. | STEAD GP, LLC;INV RELATED; HUNT VALLEY,MD; MERCHANT PARTNERSHIP;90% OWNERSHIP;CO-OWNER; START DATE: 08/08/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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