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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| FL | RA | APPROVED | 2019-05-20 |
| VA | RA | APPROVED | 2019-02-05 |
Branch Locations
St. Petersburg, FL • United States
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Washington | DC | 08/2008 | 11/2017 |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Xml Securities (Fka Lara, May & Associates, Llc) | Falls Church | VA | 11/2017 | Present |
| Xml Financial, Llc | Bethesda | MD | 02/2019 | Present |
1. (1/2023) rental properties, non-investment related, from residence, property owner with spouse 1Hr/month/trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-13 |
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