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2000 Duke Street Suite 300, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-12 |
| MD | RA | APPROVED | 2025-03-12 |
| VA | RA | APPROVED | 2025-03-12 |
Branch Locations
2000 Duke Street Suite 300, Alexandria, VA 22314 • United States
Chester, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 07/2021 | 12/2022 |
| Bank Of America, N.A. | Annapolis | MD | 11/2024 | 02/2025 |
| Extended Travel | Chester | MD | 07/2024 | 09/2024 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 02/2025 | Present |
| Fidelity Investments | Towson | MD | 08/2010 | 06/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2021 |
| Raymond James & Associates, Inc. | Baltimore | MD | 01/2023 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 10/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-02 |
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