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4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-05 |
Branch Locations
4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
3050 K St. Nw, Suite 201, Washginton, DC 20007 • United States
900 19Th St Nw Suite 203, Washington, DC 20006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-05 |
| OH | RA | APPROVED | 2020-08-11 |
Branch Locations
900 19Th St Nw Suite 203, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 01/2017 |
| Legacy Financial | Bethesda | MD | 08/2015 | 01/2017 |
| Vestmark Inc. | Jersey City | NJ | 10/2017 | 06/2019 |
| Unemployed | Warrenton | VA | 06/2017 | 10/2017 |
| Clarion Wealth Management Partners | Fairfax | VA | 01/2017 | 06/2017 |
| F/M Investments, Llc | Washington | DC | 06/2019 | Present |
F/m Acceleration, LLC - Washington, DC - 3050 K St. NW, Suite 201, Washington DC 20007 - F/m Acceleration, LLC provides back-office and marketing support for registered investment advisors. Mr. Croll is the Director of Operations and began in June of 2019. F/m Acceleration, LLC takes up approximately 40 hours/week. Mr. Croll provides trading, settlement, execution, and operational support to registered investment advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-23 |
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