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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-19 |
| MD | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
4350 East West Hwy Suite 510, Bethesda, MD 20814 • United States
2939 Olney Sandy Spring Rd Suite A, Olney, MD 20832 • United States
8381 Old Courthouse Rd. Suite 160, Vienna, VA 22182 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manor Country Club | Rockville | MD | 09/2000 | Present |
| Chevy Chase Financial Services | Bethesda | MD | 02/2009 | Present |
| Capital One Investment Services Llc | Bethesda | MD | 05/2010 | 07/2018 |
| Capital One Sharebuilder, Inc. | Mclean | VA | 01/2015 | 07/2018 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | 01/2024 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Bethesda | MD | 01/2024 | Present |
1. CAPITAL HARVEST WEALTH PARTNERS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2018 ADDRESS: 4350 East West Highway, Suite 510, Bethesda MD 20814, United States DESCRIPTION: Non variable insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-06 |
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