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1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-01 |
| FL | RA | APPROVED | 2015-12-21 |
| DC | RA | APPROVED | 2015-12-07 |
Branch Locations
1701 K St Nw Suite 801, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Graham Capital Wealth Management, Llc | Washington | DC | 11/2015 | Present |
Independent Insurance Agent. It is investment related. The address is 1100 H Street NW, Suite 530, Washington, DC 20005. The start date was November of 2008. 1 hour per month will be spent on insurance instruments with clients during trading hours. It is required to disclose a possible conflict of interest as insurance pays a commission to prospective clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-24 |
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