Best Investors
Account
Sign in
Best Investors
Account
Sign in
Xml Financial Group CRD 284987
$3.30B regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-16 |
| MD | RA | APPROVED | 2021-09-01 |
| TX | RA | APPROVED | 2021-09-01 |
Branch Locations
One Democracy Center 6901 Rockledge Drive, Suite 730, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Bethesda | MD | 05/2009 | 09/2021 |
| Xml Financial Group | Bethesda | MD | 09/2021 | Present |
| Xml Securities, Llc | Bethesda | MD | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-28 |
Reach out to this advisor