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7501 Wisconsin Avenue, West Tower 13Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-10-08 |
Branch Locations
7501 Wisconsin Avenue, West Tower 13Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Life Institutional Distributors (U.S.) Llc | Bethesda | MD | 05/2015 | Present |
| Bentall Kennedy (U.S.) Limited Partnership | Bethesda | MD | 05/2015 | Present |
| Bentall Kennedy (U.S.) G.P. Llc | Bethesda | MD | 05/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-24 |
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