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3 Bethesda Metro Center Suite 650, Bethesda, MD 20814-6336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2006-02-02 |
Branch Locations
4520 East West Highway Suite 400, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mv Capital Management, Inc. | Bethesda | MD | 02/2006 | Present |
| Mv Financial Group | Bethesda | MD | 03/1995 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2006 | Present |
1) MV CAPITAL MANAGEMENT INC., INVESTMENT RELATED, 4520 EAST WEST HIGHWAY, SUITE 400, BETHESDA MD 20814, RIA FINANCIAL ADVISOR, 2/06, 120 HOURS/MONTH, 100 DURING TRADING HOURS, ADVISORY SERVICES. 2) MV FINANCIAL GROUP, INVESTMENT RELATED, 4520 EAST WEST HIGHWAY, SUITE 400, BETHESDA MD 20814, INSURANCE BROKERAGE (FIXED, LIFE, DI, HEALTH, GROUP), AGENT, 3/95, 20 HOURS/MONTH, ALL DURING TRADING HOURS, AGENT-SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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