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4920 Elm Street Suite 305, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2018-08-27 |
Branch Locations
4920 Elm Street Suite 305, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 08/2018 |
| Sargent Investment Group | Bethesda | MD | 08/2018 | Present |
Trustee for Wife's Trust. Trust Invested in RNA LLC, which is invested in BNA 4TH AVENUE INVESTORS, LLC; INV RELATED; NEW YORK, NY; INVESTMENT PROPERTY; 43% OWNERSHIP; START 10/13/2015; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER, NO DUTIES. Silvershore Properties 30, LLC, Inv Related 2.2% ownership, not Duties, 0 hours per month. Ionia LLC, <1% owneship, investment related, no duties 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-05 |
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