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7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-30 |
Branch Locations
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States
12318 Penzance Lane, Bristow, VA 20136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fairfax | VA | 09/2013 | 04/2020 |
| Clarion Wealth Management Partners | Fairfax | VA | 07/2020 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 06/2022 |
| Clarion Wealth Management Partners | Fairfax | VA | 06/2022 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 09/2023 |
| Curo Private Wealth | Reston | VA | 12/2023 | 07/2025 |
| May Barnhard Investments, Llc | Bethesda | MD | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-22 |
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