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Wendy Marie Moyers

Chevy Chase Trust Company

Bethesda, MD

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Current Employers
Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-04-29
MD RA APPROVED 2021-12-05
VA RA APPROVED 2021-12-05
  • DC RA
    APPROVED
    Since 2022-04-29
  • MD RA
    APPROVED
    Since 2021-12-05
  • VA RA
    APPROVED
    Since 2021-12-05

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • 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
Linden Oak Wealth Advisors Llc Annapolis MD 08/2016 09/2017
May Barnhard Investments, Llc Dba Mbi, Llc Bethesda MD 09/2017 04/2020
Chevy Chase Trust Company Bethesda MD 06/2021 Present
Chain Bridge Bank Mclean VA 05/2020 05/2021
  • 08/2016 → 09/2017
    Linden Oak Wealth Advisors Llc
    Annapolis, MD
  • 09/2017 → 04/2020
    May Barnhard Investments, Llc Dba Mbi, Llc
    Bethesda, MD
  • 06/2021 → Present
    Chevy Chase Trust Company
    Bethesda, MD
  • 05/2020 → 05/2021
    Chain Bridge Bank
    Mclean, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-07
S63 Uniform Securities Agent State Law Examination 1995-11-06
  • S65 Uniform Investment Adviser Law Examination
    1999-12-07
  • S63 Uniform Securities Agent State Law Examination
    1995-11-06
Designations
Other Names
  • Wendy Moyers
  • Wendy Marie Moyers
  • Wendy Marie Weaver
  • Wendy Moyers Weaver
  • Wendy Moyers Weaver
  • Wendy Moyers Weaver
  • Wendy Moyers

View on SEC IAPD

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KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
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