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Franklin Scott Koonce

Montgomery Investment Management Inc

Rockville, MD

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Current Employers
Montgomery Investment Management Inc

6229 Executive Blvd, Rockville, MD 20852 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-01-20
MD RA APPROVED 2015-06-26
  • FL RA
    APPROVED
    Since 2016-01-20
  • MD RA
    APPROVED
    Since 2015-06-26

Branch Locations

6229 Executive Blvd, Rockville, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Koonce Securities, Inc. Bethesda MD 06/1994 Present
Montgomery Investment Mgmt Bethesda MD 06/1994 Present
  • 06/1994 → Present
    Koonce Securities, Inc.
    Bethesda, MD
  • 06/1994 → Present
    Montgomery Investment Mgmt
    Bethesda, MD
Previous Registrations
Other Businesses

MANAGING DIR. MONTGOMERY INVESTMENT MGMT. RIA SINCE 1994. 6229 Executive Blvd. Rockville, MD 20852~ 60HR/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-26
S63 Uniform Securities Agent State Law Examination 1994-08-09
  • S65 Uniform Investment Adviser Law Examination
    1998-10-26
  • S63 Uniform Securities Agent State Law Examination
    1994-08-09

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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