Best Investors Account Sign in

John Richard May

Xml Financial Group

Bethesda, MD

Haymarket, VA

Claim This Profile
Current Employers
Xml Financial Group

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-02-01
  • VA RA
    APPROVED
    Since 2019-02-01

Branch Locations

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States

Haymarket, VA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Xml Securities, Llc (Formerly Lara, May & Associates, Llc) Falls Church VA 01/2008 Present
Xml Financial, Llc Bethesda MD 02/2019 Present
  • 01/2008 → Present
    Xml Securities, Llc (Formerly Lara, May & Associates, Llc)
    Falls Church, VA
  • 02/2019 → Present
    Xml Financial, Llc
    Bethesda, MD
Previous Registrations
  • 1999-08-19 → 2007-12-31
    Lara, Shull & May, Ltd
    Vienna, VA
    Falls Church, VA
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-10
S63 Uniform Securities Agent State Law Examination 1979-12-12
  • S65 Uniform Investment Adviser Law Examination
    1999-08-10
  • S63 Uniform Securities Agent State Law Examination
    1979-12-12
Designations
Other Names
  • Jack May

View on SEC IAPD

Other Firms

LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC
GLASSY MOUNTAIN ADVISORS, INC.
NOORDZEE CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIGHTOWER ADVISORS, LLC
GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY
Brian Hawthorne-Codato
William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor