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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-08-11 |
| MD | RA | APPROVED | 2022-03-25 |
Branch Locations
Washington, DC • United States
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xml Financial Group | Bethesda | MD | 06/2021 | Present |
| Unemployed | Rockville | MD | 05/2021 | 06/2021 |
| University Of Maryland | College Park | MD | 08/2020 | 05/2021 |
| Bdo Wealth Management | Columbia | MD | 06/2020 | 08/2020 |
| Unemployed | North Potomac | MD | 05/2020 | 06/2020 |
| University Of Maryland | College Park | MD | 08/2019 | 05/2020 |
| Zenimax | Rockville | MD | 05/2019 | 08/2019 |
| University Of Maryland | College Park | MD | 08/2018 | 05/2019 |
| Xml Financial Group | Rockville | MD | 05/2018 | 08/2018 |
| University Of Maryland | College Park | MD | 08/2017 | 05/2018 |
| The Meltzer Group | Bethesda | MD | 06/2017 | 08/2017 |
| California Tortilla | Gaithersburg | MD | 05/2016 | 06/2017 |
| Middle & High School Student | Rockville | MD | 03/2012 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
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