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9099 Ridgefield Drive Suite 205, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2025-03-20 |
| MD | RA | APPROVED | 2021-08-16 |
Branch Locations
9099 Ridgefield Drive Suite 205, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xml Financial, Llc | Rockville | MD | 07/2018 | 08/2019 |
| Unemployed | New Market | MD | 06/2018 | 07/2018 |
| Wells Fargo Advisors | Baltimore | MD | 01/2017 | 05/2018 |
| University Of Maryland | College Park | MD | 08/2016 | 05/2018 |
| Buffalo Wild Wings | Ijamsville | MD | 06/2016 | 12/2016 |
| Metropol Realty Inc | Great Falls | VA | 10/2019 | Present |
| Monocacy Wealth Management, Llc | Frederick | MD | 08/2021 | Present |
| Faragalla And Associates | Frederick | MD | 07/2021 | 08/2021 |
METROPOL REALTY INC; NOT INVESTMENT RELATED; 1146 WALKER RD, SUITE G, GREAT FALLS, VA 22066. REAL ESTATE; REAL ESTATE AGENT; 05/2020; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; LICENSED REAL ESTATE AGENT ASSISTING INDIVIDUALS WITH BUYING AND SELLING REAL ESTATE. MONOCACY INSURANCE GROUP LLC; NOT INVESTMENT RELATED. 9099 RIDGEFIELD DRIVE, SUITE 205, FREDERICK, MD 21701. INSURANCE; INSURANCE AGENT/BROKER, CO-OWNER; 02/2024. 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADING HOURS. ASSISTING INDIVIDUALS WITH BUYING INSURANCE PRODUCTS. CARTER CAPITAL LLC. INVESTMENT RELATED. 9099 RIDGEFIELD DRIVE, SUITE 205, FREDERICK, MD 21701. FINANCE & INSURANCE. OWNER. 01/2024. 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. HOLDS INTEREST IN MONOCACY WEALTH MANAGEMENT AND MONOCACY INSURANCE GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-26 |
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