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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-10 |
Branch Locations
8403 Colesville Road Suite 845, Silver Spring, MD 20910 • 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 |
|---|---|---|---|---|
| Bailey Wealth Advisors | Silver Spring | MD | 01/2022 | Present |
| Upslope Advisors, Inc | Denver | CO | 01/2019 | 01/2022 |
| Caci, Inc | Arlington | VA | 04/2012 | 07/2019 |
| Unemployed | Silver Spring | MD | 07/2019 | 12/2019 |
| Osaic Wealth, Inc. | Silver Spring | MD | 01/2025 | Present |
GREATER WASHINGTON COMMUNITY FOUNDATION- MONTGOMERY COUNTY POSITION: Advisory Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2023 ADDRESS: 1325 G Street NW, Washington DC 20005, United States DESCRIPTION: Attend board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-10 |
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