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6229 Executive Blvd, Rockville, MD 20852 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-05 |
| MD | RA | APPROVED | 2025-02-05 |
Branch Locations
6229 Executive Blvd, Rockville, MD 20852 • United States
S. Naples, FL • 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 |
|---|---|---|---|---|
| Koonce Securities, Inc. | Bethesda | MD | 11/1979 | Present |
| #Ia Montgomery Investment Management, In | Bethesda | MD | 04/1987 | Present |
DIRECTOR VSEC, SINCE 1992. 2550 HUNTINGTON AVE. ALEXANDRIA VA. 16HR/MO. MANAGING DIR. MONTGOMERY INVESTMENT MGMT.INC. RIA SINCE 1987.6229 Executive Blvd Rockville MD 20852 ~ 136HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-10 |
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