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1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| DC | RA | APPROVED | 2025-06-16 |
| MD | RA | APPROVED | 2025-06-11 |
| NY | RA | APPROVED | 2025-06-11 |
| VA | RA | APPROVED | 2025-06-11 |
Branch Locations
1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management Llc | Washington | DC | 08/2007 | 05/2022 |
| Lido Advisors, Llc | Bethesda | MD | 06/2022 | 08/2022 |
| Wolf Group Capital Advisors | Fairfax | VA | 11/2022 | 09/2023 |
| Hillman Capital Management, Inc. | Bethesda | MD | 06/2024 | 09/2024 |
| Unemployed | Arlington | VA | 10/2023 | 05/2024 |
| Farther Finance Advisors | Arlington | VA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-19 |
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