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4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-01 |
| TX | RA | APPROVED_RES | 2021-09-10 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Washington | DC | 02/2017 | 08/2018 |
| Ntt Data Consulting (Prev:CArlisle & Gallagher Consulting Group) | Charlotte | NC | 06/2014 | 01/2017 |
| Sargent Investment Group | Bethesda | MD | 08/2018 | Present |
SHANAHAN HEALY FOUNDATION, INV RELATED, WASHINGTON, DISTRICT OF COLUMBIA, INVESTMENT COMMITTEE MEMBER, START: 1/30/2018, 4 HOURS PER MONTH/1 DURING TRADING, DUTIES: RESEARCH AND INVESTMENT PROPOSALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
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