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7250 Woodmont Avenue Suite 315, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-06 |
Branch Locations
7250 Woodmont Avenue Suite 315, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Potomac | MD | 09/2013 | 01/2017 |
| Fhlbanks Office Of Finance | Chantilly | VA | 02/2017 | 01/2021 |
| Edgemoor Investment Advisors | Bethesda | MD | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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