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4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-16 |
| MD | RA | APPROVED | 2023-11-01 |
Branch Locations
7200 Wisconsin Ave, Bethesda, MD 20814 • United States
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Private Bank | Mclean | VA | 10/2017 | 06/2023 |
| Fidelis Capital Partners, Llc | Bethesda | MD | 09/2023 | Present |
| Wells Fargo, Private Bank | Mclean | VA | 10/2011 | 10/2017 |
Chris is a Kiplinger contributor. He started in May 2024. He is contributing by writing about investment related topics. Chris devotes no more than 10 hours a month to this activity. He devotes a small portion of work hours to this venture.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
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