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Chevy Chase, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Capital Management | Chevy Chase | MD | 07/1996 | Present |
| #Ia Wellington Capital Management, Inc. | Chevy Chase | MD | 07/1996 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-22 |
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