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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 2023-09-28
MD RA APPROVED 2023-08-15
VA RA APPROVED 2023-08-15
  • DC RA
    APPROVED
    Since 2023-09-28
  • MD RA
    APPROVED
    Since 2023-08-15
  • VA RA
    APPROVED
    Since 2023-08-15

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
Wells Fargo Bank, Na Mclean VA 01/2018 11/2021
Wells Fargo Advisors, Llc Mclean VA 02/2021 07/2021
The Related Group Miami FL 12/2013 02/2018
Jpmorgan Chase Bank Na Washington DC 11/2021 06/2023
Jpmorgan Securities Llc Washington DE 11/2021 06/2023
Chevy Chase Trust Company Bethesda MD 07/2023 Present
  • 01/2018 → 11/2021
    Wells Fargo Bank, Na
    Mclean, VA
  • 02/2021 → 07/2021
    Wells Fargo Advisors, Llc
    Mclean, VA
  • 12/2013 → 02/2018
    The Related Group
    Miami, FL
  • 11/2021 → 06/2023
    Jpmorgan Chase Bank Na
    Washington, DC
  • 11/2021 → 06/2023
    Jpmorgan Securities Llc
    Washington, DE
  • 07/2023 → Present
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2022-01-14
Other Names
  • Al Bhatt

View on SEC IAPD

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