Business List: Financial Planner in Washington D.C., DC, USA

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Wells Fargo Advisors 1133 Connecticut Ave NW, Washington, DC 20036
20286xxxx0 ant************@w*****************.com 3 2 188936 190000
Murphy Thomas J CPA 8023 Malcolm Rd Clinton, MD 20735
30160xxxx5 elv*********@m***********.com
Merrill Lynch Financial Advisor Eman Mossadeghi 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Pine Harbor Wealth Management 1629 K St NW, Suite 300, Washington D.C., DC, United States, Washington, District of Columbia
20230xxxx0
Kaon Nelson - Raymond James 1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006
20287xxxx0 aar************@r***********.com 17474 18000
P & L Investments 1001 Connecticut Ave NW Ste 405, Washington, DC 20036
20242xxxx0 gsi*********@p***************.com
Capital Financial Planners 2 Wisconsin Cir Ste 700, Chevy Chase, MD 20815
24031xxxx6 nei**@c***********************.com 5 24
Merrill Lynch Wealth Management Advisor Gregory J Kight 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
New Perspective Wealth Management 1250 Connecticut Ave NW Ste 700, Washington, DC 20036 24093xxxx1
Cam Tap Tap Inc 7618 Georgia Ave NW, Washington, DC 20012
20229xxxx0 hos*******@o**.com 4 4
Pacesetter Planning 927 N Edgewood St Arlington, VA 22201
48438xxxx2 bi**@p*****************.com 242
Merrill Lynch Wealth Management Washington, DC 20001
80045xxxx7 aas***********@m*.com
Frontier Financial LLC 1816 Kalorama Rd NW, Washington, DC 20009
20223xxxx8 che********@f**********.com
Net Worth 1930 18th St NW #4, Washington, DC 20009 20272xxxx3 5 1
Kenneth Crowley 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Ayesha Yasin - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx9 rbc*********@r**.com
Fiduciary Investment Management International 1133 Connecticut Ave NW # 410, Washington, DC 20036 20282xxxx0
Hawthorn 800 17th St NW, Washington, DC 20006
88894xxxx2 aar******@p**.com
Cindy S Chuk - TD Wealth Relationship Manager 4849 Wisconsin Ave NW, Washington, DC 20016
24065xxxx3 abc*******@t*.com 844708 7550 850000
Fidelity Investments 1900 K St NW Suite 110, Washington, DC 20006
80085xxxx2 a61****@f*******.com 3.5 11 329640 353000
American Express 851 N Glebe Rd, Arlington, VA 22203
70324xxxx3 aar**@a**************.com
Axa Advisors 3141 Fairview Park Dr Ste 250 Falls Church, VA 22042
70320xxxx0 dns******@c********.com 2.4 5
Clinton Jones & Associates 5335 Wisconsin Ave NW Ste 440, Washington, DC 20015 20224xxxx4
Merrill Lynch Financial Advisor William S Jeffery 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: Sergio Abarca 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com
Merrill Lynch Financial Advisor Seena Ghavami 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors 700 K St NW, Washington, DC 20001
70353xxxx0 dka****@m********************.com 5 22
Merrill Lynch Financial Advisor Joseph Accurso 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Merrill Lynch Financial Advisor Drew Weinberger 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Joanne Yecies - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx6 joa**********@r**.com
Merrill Lynch Financial Advisor Bennett Kavlick 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor Pamela S.B. Wise 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Edward Jones 600 Pennsylvania Ave SE, Washington, DC 20003
20250xxxx1 a.j*********@e**********.com
Gibson, Andrew, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30126xxxx2 ame******************@a***.com
Marc Ciagne - First Home Mortgage 7910 Woodmont Ave Ste 1300 Bethesda, MD 20814
24047xxxx4 aar****@f********.com 5 5 5 5 1441 280
Wells Fargo Advisors 251 18th St S, Arlington, VA 22202 70341xxxx4
Jonathan Imber - TIAA Financial Consultant 601 13th St NW Suite 700 N, Washington, DC 20005
80084xxxx8 adv**************@t***.org 3.02 90697 481 91949
Bauer-Whitmire - Morgan Stanley 333 John Carlyle St Suite 650, Alexandria, VA 22314
70373xxxx6 int**********@m************.com
Mary Mathias - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx4 rbc*********@r**.com
Mahandru Associates 2000 Duke St Alexandria, VA 22314
57132xxxx2 doe****@m*****************.com 4
Cresset Family Office | Reston 1900 Reston Metro Plaza Suite 900, Reston, VA 20190 70346xxxx0 4.6 9
MultiGenerational Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
Potomac Advisory Group 1050 Connecticut Ave NW #500, Washington, DC 20036
20255xxxx2 inf*@p*******************.com 5 10 200 196
Amy Sturtevant - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx7
Arch Financial Advisors 4800 Hampden Ln Ste 200 Bethesda, MD 20814
30150xxxx9 ste**@a********************.com
Rebecca B Hall - Private Wealth Advisor, Ameriprise Financial Services, LLC 1701 Pennsylvania Avenue NW Ste 218, Washington, DC 20006
20242xxxx9 all**********@a***.com 147
Tilghman, Edward, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30132xxxx0 ame******************@a***.com
Wells Fargo Advisors 3140 Washington Blvd, Arlington, VA 22201 70328xxxx1
RBC Wealth Management Branch - Washington DC 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
80022xxxx8 wms**********@r**.com 5 1 12422 13318
Pacesetter Planning 2500 Clarendon Blvd Unit 636 Arlington, VA 22201
48438xxxx2 bi**@p*****************.com 228
Merrill Lynch Financial Advisor Sidney Augustus Williams 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Charles Schwab 1100 H St NW #100, Washington, DC 20005 20281xxxx5 app*******************@s*****.com 4.4 7
K Street Financial 2001 Pennsylvania Avenue NW 10th Floor, Washington, DC 20006
20297xxxx5 web******@n*****************.com 4.02
First Command Financial Advisor - Mike Hohenstein 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com
Christina Parra - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx0 ben*******************@u**.com
The Columbia Group 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx4 rbc*********@r**.com 11595 12926
Cindy S Chuk - TD Wealth Relationship Manager 1611 Wisconsin Ave NW, Washington, DC 20007
24065xxxx3 abc*******@t*.com 844708 7550 850000
Washington Wealth Management - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx9 ash***********@u**.com
Aegis Financial Corp 1025 N Irving St, Arlington, VA 22201
70352xxxx8 afu***@a*********.com
New Columbia Advisors - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
21282xxxx0 ben*******************@u**.com
Fbr Capital Markets Corp 1001 19th St N, Arlington, VA 22209 70331xxxx0
Oliver Crandall - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx7
Merrill Lynch Financial Advisor Muhammad Altaf Awan 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Frank J Ruffing Arlington, VA 22207 70328xxxx0
Qazi, Martin & Associates - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20222xxxx5 abc***@u**.com
Washington Investment Capital 1020 19th St NW #550, Washington, DC 20036 20246xxxx1
Oiko Credit 1701 K St NW Ste 1201, Washington, DC 20006
20272xxxx0 c18*****************************@s*****.wixpress 1400
District Financial Planning 8403 Colesville Rd #1100, Silver Spring, MD 20910
30156xxxx0 bec********@l**.com 5 5 298 295
Certified Financial Planners 1235 Jefferson Davis Hwy, Arlington, VA 22202
70341xxxx1 aam***@c**.net
Morgan Stanley Wealth Management 901 F St NW, Washington, DC 20004
20263xxxx0 aal*******@m************.com
Merrill Lynch Financial Advisor Jonathan L Sade 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx3 ale*********@m*.com
Cambridge Associates 4100 Fairfax Dr Ste 1300, Arlington, VA 22203 70352xxxx0
Merrill Lynch Financial Advisor Dallas Y. Vipond 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Edelman Financial Engines 1750 Tysons Blvd Ste 1140 Tysons Corner, VA 22102
83375xxxx3 aar**@e**********************.com 3.5 2 18728 20 20000
Merrill Lynch Financial Advisor Gabriella Barbuto 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx4 ale*********@m*.com
Edelman Financial Engines 12510 Prosperity Dr Ste 350 Silver Spring, MD 20904
83375xxxx3 a.b*****@e**********************.com 18806 20 20000
Stifel Nicolaus & Co Inc 5335 Wisconsin Ave NW, Washington, DC 20015
20268xxxx5 abb****@s*****.com
The Capital ESOP Group - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx8 bre***********@u**.com
Towers Crescent Financial 8000 Towers Crescent Dr Ste 1350 Tysons Corner, VA 22182
70384xxxx0
Marcel Santos 8757 Georgia Ave Ste 405, Silver Spring, MD 20910
24048xxxx5
Dickinson J Miller - Private Wealth Advisor, Ameriprise Financial Services 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 dic***************@a***.com 275
Amy Sturtevant - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx7
Diane Schaefer - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx6 dia***********@r**.com
Strategy First llc 20 F St NW Capitol Hill, DC 20001
20264xxxx3 5 1
G.B. Bose - Ameriprise Financial Services 6701 Democracy Blvd Ste 711 Bethesda, MD 20817
24072xxxx4 dns*****@a***.com 1.7 6
Merrill Lynch Financial Advisor Haley Kaufman 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
TIAA Financial Services 1300 I St NW, Washington, DC 20005
80084xxxx8 acc******************@t***.org 3 2 90944 533 91000
Parrish & Co 5425 Wisconsin Ave Ste 201, Chevy Chase, MD 20815 30165xxxx4
Rob Holmes - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
54072xxxx0
Jordan Hawks 900 17th St NW #603, Washington, DC 20006
20289xxxx0 ram*****************@r*****.com
RBC Wealth Management Branch - Washington DC 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
80022xxxx8
Orchard Gate Partners - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx0 ben*******************@u**.com
John Keats - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx9
Raymond James Financial Services 1600 Wilson Blvd Ste 905, Arlington, VA 22209
70381xxxx8 aar************@r***********.com
Merrill Lynch Financial Advisor Philip J. Doyle 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Northwestern Mutual - Michael Lyubinsky, Financial Advisor 2001 Pennsylvania Ave, NW - 10th Floor, Washington D.C., DC 20006
20240xxxx0 ark**************@n*.com
Merrill Lynch Financial Advisor Philip E Blevins 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Climbing on Top Washington, DC 20008
20293xxxx8 cli**************@w**********.com 2
Truman Wealth Management Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx5
Graham Capital 1701 K St NW #801, Washington, DC 20006
20278xxxx6 ale********@g******************.com
Connemara Group 1455 Pennsylvania Avenue NW # 400, Washington, DC 20004 30132xxxx0
Buckingham Strategic Wealth 7315 Wisconsin Ave Ste 800w Bethesda, MD 20814
30165xxxx0 ada***@b****************.com 553 6 650
Fahel, Bassam, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30126xxxx6 dns*****@a***.com
Edward Jones - Financial Advisor: Kenneth A Hopkins 490 L'Enfant Plaza SW Suite 8102, Washington, DC 20024
20255xxxx7 a.j*********@e**********.com 5 1 83537
Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
LPL Financial 1001 19th St N, Arlington, VA 22209 70352xxxx2
Ameriprise Financial Advisors 1410 Hopkins St NW Washington, DC 20036 20229xxxx7
Campbell Wealth Management 330 John Carlyle St Ste 400 Alexandria, VA 22314
70353xxxx0 ang*****@c*************.com 4.2 6
Merrill Lynch Financial Advisor Michael H Kirvan 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Jessica Lee - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx7 rbc*********@r**.com
Andrew D Paulson - Ameriprise Financial Services, Inc. 1906 Sunderland Pl NW, Washington, DC 20036
20229xxxx7 and*************@a***.com 271
Optimity Advisors 1600 K St NW Ste 202, Washington, DC 20006
20287xxxx0 amy@o***************.com
Peck Madigan Jones & Stewart 1300 Connecticut Ave NW Ste 600, Washington, DC 20036
20277xxxx6 apa****@p*****.com
Pine Creek Partners 1055 Thomas Jefferson St NW, Washington, DC 20007
20233xxxx0 geo***@p****************.com
District Capital Management 4301 50th St NW 300 2030, Washington, DC 20016
57121xxxx1 aca****@d************************.com 5 1 237
Envision Capitol Wealth Management - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx7 bre***********@u**.com
Wells Fargo Advisors 5201 Macarthur Blvd NW, Washington, DC 20016 20263xxxx5
Fiscal Times 529 14th St NW Ste 1294, Washington, DC 20045
20262xxxx0 ara***@t*************.com 64520
Donalies Financial Planning, Llc 641 S St NW, Washington, Dc 20001
24088xxxx3 chu**@d*********.com
Morgan Stanley Wealth Management 2 Wisconsin Cir, Chevy Chase, MD 20815 30128xxxx0
Morgan Stanley Wealth Management 1060 Brentwood Rd NE, Washington, DC 20018 20226xxxx7
Bey & Associates CPAs PC 1050 Connecticut Ave NW, Ste 500 Washington, DC 20036
20248xxxx4 eri**@k********.com 3.9 17 79 82
Jahan Jewayni 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Merrill Lynch Financial Advisor John Foster Murdoch 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Troy Riemer 8075 Leesburg Pike Ste 200 Tysons, VA 22182
70378xxxx8 5 3
Delphos International 2121 K St NW #1020, Washington, DC 20037 20233xxxx0 5 2
Merrill Lynch Financial Advisor Peter Kenny 1152 15th St NW Ste 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Cedar Hill Wealth Management Group 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx7 oli************@r**.com
Merrill Lynch Wealth Management 1900 Duke St, Alexandria, VA 22314 70383xxxx6 1 1
Sally Kirkpatrick - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx8 joh*******@c*.rbcwealthmanagement
C.L. Sheldon & Company, LLC 1800 Diagonal Rd Suite 600, Alexandria, VA 22314
70354xxxx0 cur*@c********.com 25
The Great Falls Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx1
Andrew Paulson - Financial Advisor, Ameriprise Financial Services, LLC 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 and*************@a***.com 271
5 38
Ben Tener - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx9
Steward Partners Global Advisory 1776 I St NW Ste 700, Washington, DC 20006 20293xxxx0
Investment Management 1730 K St NW #304, Washington, DC 20006 20250xxxx9
Loren L. Danielson - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx6
Advisors Financial 8391 Old Courthouse Rd Ste 205 Vienna, VA 22182
70388xxxx0 afi@a****************.com 58 25 65
Financial Growth Partners 2 Wisconsin Cir Ste 700, Chevy Chase, MD 20815
24067xxxx9 axx******@g***********.com
Deferred Compensation Plans 2 Wisconsin Cir, Chevy Chase, MD 20815
30165xxxx3 agr***@c************************.com
CFP Board 1425 K St NW #800, Washington, DC 20005
20237xxxx0 aam***@c**.net 3.1 9 25777 64
First Command District Advisor - Alan Bisenieks 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com 79
First Financial Planners 3905 Colonel Ellis Ave, Alexandria, VA 22304 70337xxxx9
Churchill Management Group - Washington DC 1300 I St NW Suite 400 E, Washington, DC 20005
70399xxxx8 ach*@c******************.com 221
Merrill Lynch Financial Advisor Terrence L Frederick 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Washington Retirement Planning Specialists-Ameriprise Financial 6701 Democracy Blvd Ste 711 Bethesda, MD 20817
24072xxxx4 and**********@a***.com 5 1 41
First Command Financial Service 2711 Richmond Hwy Ste 101, Arlington, VA 22202
70341xxxx0 aar*******@f***********.com 7337 210 7600
Wells Fargo Advisors 5100 Wisconsin Ave NW, Washington, DC 20016 20263xxxx0
Merrill Lynch Wealth Management Advisor Michael K Brennan 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
The Ross Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx0 joa**********@r**.com
The Neal Wealth Consulting Group - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx3 ben*******************@u**.com
Merrill Lynch Financial Advisor Michael B Cunningham 1152 15th St NW Suite 6000, Washington, DC 20005
20286xxxx4 ale*********@m*.com
First Command Financial Advisor - Garrett Masterson 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 gem********@f***********.com
The Charles Drew Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx4
Laura Pennington 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Gerson Lehrman Group 1023 15th St NW #600, Washington, DC 20005 20268xxxx8
Brandt & Associates Tax & Financial Services 1519 King St Alexandria, VA 22314
70354xxxx6 mit**@b********.com 4.6 45 3.7 18 5 26 188 10 195
Wells Fargo Advisors 1900 Duke St Ste 100, Alexandria, VA 22314
70354xxxx0 alf************@w*****************.com 188275 189000
LPL Financial 1717 K St NW, Washington, DC 20006
20250xxxx5 aar*********@l**.com 19873 200
H.E. Freeman Enterprises Washington, DC 20039
85552xxxx3
The Danielson Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx6 lor************@r**.com
Armstrong Fleming & Moore 1800 M St NW Suite 1010S, Washington, DC 20036
20288xxxx5 aar*******@a****.com 5 1 119 2 118
Merrill Lynch Financial Advisor Donald R. Page III 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Anibal Drelichman - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx0 rbc*********@r**.com
North Financial Advisors LLC 700 12th St NW STE 700, Washington, DC 20005
92926xxxx7 24e*************************************@w*****************.com 134
VLP Financial Advisors 8391 Old Courthouse Rd Ste 203 Vienna, VA 22182
70335xxxx0 afi*****@v****.com
Ihs Global Insight 1150 Connecticut Ave, NW, Washington, DC 20036
20246xxxx2 and***********@g************.com 54138 2144
Merrill Lynch Financial Advisor Joshua Richardson 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Marsh Michael R 900 17th St NW Ste 603, Washington, DC 20006 20271xxxx0
Wells Fargo Advisors 1011 N Stafford St, Arlington, VA 22201 70328xxxx4
Merrill Lynch Financial Advisor George W. Seals, Jr. 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Kathleen Finn, LLC
20226xxxx5 kat*@k*************.com 4.3
R P Financial, LC 1100 N Glebe Rd Ste 600, Arlington, VA 22201
70352xxxx0 bpo*********@r**********.com
Gunn Thongniyom 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Le Financial Associates of DC 4445 Willard Ave #600, Chevy Chase, MD 20815 20232xxxx0 5.034
James Koltes - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx5 ben*******************@u**.com
Qazi, Martin & Associates - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20222xxxx5 ben*******************@u**.com 4.02
Kayvon Sarmadi, CEPA - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx0 ben*******************@u**.com
Cris Caruso - Financial Advisor, Ameriprise Financial Services, LLC 1100 H St NW UNIT 1010, Washington, DC 20005
20222xxxx0 dns*****@a***.com
The Sturtevant Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx7 rbc*********@r**.com
Emerging Markets Management 1001 19th St N Ste 1600, Arlington, VA 22209
70324xxxx0 and****@e*****.com
Merrill Lynch Financial Advisor Paula L Scali 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Merrill Lynch Financial Advisor Colleen Shepard 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Alliance Financial Partners - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx8 ben*******************@u**.com
Merrill Lynch Financial Advisor Matthew D Carney 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
WGP Capital Management LLC 777 7th St NW, Washington, DC 20001 20262xxxx6
Denny B. Goforth, ChFC, CFP, CIMA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
Accolade Partners 1850 M St NW Ste 1060, Washington, DC 20036
20277xxxx5 a.s********@a***************.com
Pentagon Financial Group 2111 Wilson Blvd Ste 700, Arlington, VA 22201
70335xxxx0
Wells Fargo Advisors 3200 Pennsylvania Ave SE, Washington, DC 20020 20263xxxx8
First Financial Planners Incorporated Washington, DC, DC 20001 20233xxxx4
Edward Jones - Financial Advisor: Justin B Dean, CFP®|ChFC®|AAMS™ 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com
Financial Advisor For You 1820 Wyoming Ave NW, Washington, DC 20009
20225xxxx9 joh*@f*********************.com 5 1
The Winslow Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx2 joh*******@c*.rbcwealthmanagement 14640 16000
Australian Financial Review 1310 G St NW, Washington, DC 20005 20238xxxx0
Charles Schwab 7401 Wisconsin Ave #100, Bethesda, MD 20814 30194xxxx0 4.9 7
Merrill Lynch Financial Advisor John Forster 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Phillips Financial Strategies 210 7th St SE Suite 202, Washington, DC 20002
20268xxxx1 974*************************************@w*****************.com 5.01
Merrill Lynch Financial Advisor Sean R Sweeney 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Northwestern Mutual 2001 Pennsylvania Avenue NW, Washington, DC 20006
20260xxxx0 a.-***********@n*****************.com 4 4 105810 16152
Pine Creek Partners 1025 Thomas Jefferson St NW Ste 308E, Washington, DC 20007
20233xxxx0 geo***@p****************.com
Farmington Assets Management Corporation 2824 O St NW, Washington, DC 20007 20233xxxx1 5.01
Paul Keats - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx0 rbc*********@r**.com
BW Capital Advisors 1140 3rd St SE, Washington, DC 20002 20259xxxx9
IFC Asset Management Company 2121 Pennsylvania Avenue NW, Washington, DC 20433
20247xxxx5 amc*********@i**.org
Kathleen Finn, LLC 1316 Q St NW, Washington, DC 20009
20226xxxx5 kat*@k*************.com 4 6
George Galster - Ameriprise Financial Services, Inc. 1730 Rhode Island Ave NW, Washington, DC 20036
20222xxxx0 dns*****@a***.com 3.84
Wells Fargo Advisors 1429 S Fern St, Arlington, VA 22202 70352xxxx3
Wilmington Trust 1350 I St NW Ste 500, Washington, DC 20005
20243xxxx7 aam****@w**************.com
David Andreadis, CPWA, CIMA, CPM, CRPC,CEPA - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20294xxxx1 ben*******************@u**.com
Kenyon, Thomas, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30132xxxx6 ame******************@a***.com
First Command Financial Services 2001 Richmond Hwy, Arlington, VA 22202
70341xxxx1 aar*******@f***********.com 7363 212 7600
Charles Schwab 4350 Fairfax Dr, Arlington, VA 22203
70325xxxx0 asc********@s*****.com
Merrill Lynch Financial Advisor David Hall 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Edward Jones 801 N Quincy St, Arlington, VA 22203
70324xxxx6 a.j*********@e**********.com
JWK Financial Group 1320 19th St NW Ste 300 Washington, DC 20036
30164xxxx5 mak*********@h******.com
Wealth Over Now Virtual, Washington, DC 20018
75752xxxx5 inf*@w************.com 5 11
Lifetime Wealth Planning and Management 120 Waterfront St, Oxon Hill, MD 20745
30156xxxx6 chr**@l*******.com 37
Geoff Galster - Financial Advisor, Ameriprise Financial Services 8601 Georgia Ave Ste 910, Silver Spring, MD 20910
20222xxxx0 and***********@a***.com
The Carlyle Group 1001 Pennsylvania Ave NW, Washington, DC 20004
20272xxxx6 aak**********@c******.com
Shawn O'Reilly - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx4
The Kight Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx2 abc***@u**.com
Strategic Investment Group 1001 19th St N Ste 1500, Arlington, VA 22209
70324xxxx3 aba*****@s*************.com
WealthTrust Financial Planning 206 S West St, Falls Church, VA 22046
70386xxxx0
Cfa Warchest 1150 Connecticut Ave NW, Washington, DC 20036
20286xxxx0 aba***@c***.com
Goal Setting Planner 490 M St SW Apt 605 Washington, DC 20024
20227xxxx1
Rock Creek Wealth Planners and Advisors 8607 Cedar St, Silver Spring, MD 20910
20289xxxx0 dxx***@r**************.com 175 180
Joe Martin - Financial Advisor, Ameriprise Financial Services 8601 Georgia Ave Ste 910, Silver Spring, MD 20910
30158xxxx0 chr**************@a***.com
Scully Capital Services Inc 1730 M St NW Ste 204, Washington, DC 20036
20277xxxx4 asc****@s************.com 166303
Stock Plan Advisory Group LLC 500 N Washington St Suite 204, Alexandria, VA 22314
20268xxxx3 wad*************@s****************.com 5 3
Merrill Lynch Financial Advisor Bethany Kazakevicius 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Charter Financial Partners 1401 I St NW, Washington, DC 20005 20228xxxx3
Merrill Lynch Financial Advisor George L Balboa 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Alex.Brown, A Division of Raymond James 801 17th St NW Suite 310, Washington, DC 20006
20287xxxx0 4 2
Pavlov Financial Planning 1100 N Glebe Rd, Arlington, VA 22201
70322xxxx7 hui****@p*******.com
Bregman, Howard L, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30198xxxx7 ame******************@a***.com
Merrill Lynch Financial Advisor Timothy Twitchell 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx4 ale*********@m*.com
Westmill Capital 1519 Connecticut Ave NW Ste 200, Washington, DC 20036
20258xxxx3 ben@w**************.com
Merrill Lynch Financial Advisor John Maguire Heckler 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Charles Schwab 4350 Fairfax Dr #125, Arlington, VA 22203
70325xxxx0 3.02
Edward Jones - Financial Advisor: Chelsi Dildine 1100 N Glebe Rd Ste 1140, Arlington, VA 22201
70324xxxx6 a.j*********@e**********.com
Aaron Financial - Northwestern Mutual 1801 K St NW Ste 210, Washington, DC 20006
20240xxxx1 ale***************@n*.com 321 317
Merrill Lynch Financial Advisor William Wilson 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Max Green 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 ram*****************@r*****.com
Chris Allen - Financial Advisor, Ameriprise Financial Services 3100 Clarendon Blvd Ste 200, Arlington, VA 22201
70334xxxx9 chr****************@a***.com
Bethesda Financial Advisors 8120 Woodmont Ave Ste 830 Bethesda, MD 20814
30165xxxx0 chr**@b****************.com 5 3
Berlin, Mitchell, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30126xxxx8 ame******************@a***.com
Washington Retirement Planning Specialists - Ameriprise Financial Services, LLC 601 Pennsylvania Ave NW Ste 900 Rm 921, and 922, Washington, DC 20004
24072xxxx4 dns*****@a***.com 5 1
The Leonard Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx3 and***********@r**.com 104 105
CFP Board 1425 K St NW Ste 500, Washington, DC 20005
20237xxxx0 aar**@c**.net 3.3 6 25777 64
5 343
Merrill Lynch Financial Advisor Alix Alexis 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Alcumus Financial Group - Ameriprise Financial Services 8601 Georgia Ave Ste 910, Silver Spring, MD 20910
20222xxxx0 den*********@a***.com
First Command Financial Advisor - Lloyd Prudent 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com
FDL Financial Inc 53 Hawthorne Ct NE, Washington, DC 20017
20253xxxx7 dle***@f***********.com 11
Merrill Lynch Financial Advisor Joseph T Coliton 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Rachel Morrison 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx0 rbc*********@r**.com 12421 14000
6Accounting 200 Little Falls St Ste 303 Falls Church, VA 22046
70359xxxx3 b08*************************************@w*****************.com 5 19
The Gerold Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx7
Jessica Lee - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx7 rbc*********@r**.com 12814
Merrill Lynch Financial Advisor Ronya A Corey 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
FDL Financial Inc The Willard Building, 1455 Pennsylvania Avenue NW suite 400, Washington, DC 20004
20253xxxx7 dle***@f***********.com 11
Merrill Lynch Financial Advisor Greg Hassett 1900 Duke St Suite 400, Alexandria, VA 22314
70383xxxx7 bri************@b***.com
Financial Supervisory Services 1701 K St NW, Washington, DC 20006
20268xxxx2 dan*********@g****.com
Kristin Pfeiffer - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx2 ann**************@r**.com
Merrill Lynch Financial Advisor Ronald C. Senegal 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Merrill Lynch Wealth Management 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com 4 4
Washington Wealth Management - UBS Financial Services Inc.
20258xxxx9 4.02
Sean Duffy - Financial Advisor, Ameriprise Financial Services 8601 Georgia Ave Ste 910, Silver Spring, MD 20910
20222xxxx0 den*********@a***.com
Stock Plan Advisory Group - Wade Brittingham 500 N Washington St Ste 204 Alexandria, VA 22314
20268xxxx3 wad*************@s****************.com
Merrill Lynch Financial Advisor Colin Mattingly 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Edward Jones - Financial Advisor: Kenneth A Hopkins 470 Lenfant Plz SW Ste 8102, Washington, DC 20024
20255xxxx7 a.j*********@e**********.com
Fabienne Tremblay 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 ram*****************@r*****.com
Steve Kavgioulas - Financial Advisor, Ameriprise Financial Services, LLC 601 Pennsylvania Ave NW Ste 900 Rm 921, and 922, Washington, DC 20004
dns*****@a***.com
Morgan Stanley 2055 L St NW, Washington, DC 20036
20286xxxx0 aal*******@m************.com 111980 3015 123358
Atlas Wealth Management - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx2 ben*******************@u**.com
Wells Fargo Advisors 4841 Massachusetts Ave NW, Washington, DC 20016 20287xxxx0
Merrill Lynch Wealth Management 555 12th St NW, Washington, DC 20004
20243xxxx0 ale*********@m*.com
Fidelity Investments 4000 Wilson Blvd Ste A, Arlington, VA 22203
80054xxxx3 a61****@f*******.com
Emerging Markets Management 1001 19th St N Ste 1700, Arlington, VA 22209
70324xxxx0 and****@e*****.com
Merrill Lynch Financial Advisor Daniel Clemmer 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor John Hasenberg 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Lyzzy Cruz - Financial Advisor, Ameriprise Financial Services 8601 Georgia Ave Ste 910, Silver Spring, MD 20910
30158xxxx0 den*********@a***.com
Circle in a Square Advisors - Ameriprise Financial Services, LLC 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 dns*****@a***.com
Michelle Mancari Rosenberg - Financial Advisor, Ameriprise Financial Services, LLC 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 dns*****@a***.com 271
Merrill Lynch Financial Advisor Charles King 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Global Environmental Fund 5471 Wisconsin Ave Ste C1, Chevy Chase, MD 20815
30165xxxx1 bab***************@g********************.com
First Command Financial Advisor - Ron Dennis 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 aab*******@f***********.com 86
Global Investment & Finance 3302 Prospect St NW, Washington, DC 20007 20234xxxx7 5 1
Capital Asset Management Group 1000 Potomac St NW #300, Washington, DC 20007
24048xxxx0 a.c*******@c*********.com 5 2 211 24 206
Trade Wall Street Financial 1101 Pennsylvania Avenue NW # 6, Washington, DC 20004 20244xxxx0
John Gerold - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx7 rbc*********@r**.com
Envious Financial Group Inc 2 Wisconsin Cir, Chevy Chase, MD 20815 30174xxxx2
Euclid Financial Group 1020 16th St NW Ste 204, Washington, DC 20036
20282xxxx4 apa***@e**********.com
Song Yi - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx2 rbc*********@r**.com
Cambridge Assett Advisor LP 901 D St SW, Washington, DC 20024 20247xxxx8
Merrill Lynch Private Wealth Advisor William Scott 1152 15th St NW Suite 6000, Washington, DC 20005
20242xxxx4 ale*********@m*.com
Merrill Lynch Financial Advisor David E Jennings 1152 15th St NW Suite 6000, Washington, DC 20005
20242xxxx9 ale*********@m*.com 5 1
Greg Wells - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx6 joh*******@c*.rbcwealthmanagement 14
The Etergino Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx2 ann**************@r**.com
Morgan Stanley Private Wealth Advisors 1747 Pennsylvania Avenue NW Ste 900, Washington, DC 20006
20229xxxx0 aal*******@m************.com 5 1 113359 3088 131000
Matthew Brudniak - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx0 rbc*********@r**.com
The Keats Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx0
Leland Bishop - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx4 ben*******************@u**.com
Washington Wealth Advisors 300 N Washington St Ste 101 Falls Church, VA 22046
70358xxxx0 cli***********@w******************.com 5 4 5 1
PNC Bank 4835 Massachusetts Ave Nw, Washington, DC, DC 20016
20283xxxx4 ali**********@p**.com 3 4 3.2 5
vL Associates - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20294xxxx1 ben*******************@u**.com
Arch Financial Advisors 10411 Motor City Dr Ste 500 Bethesda, MD 20817
30150xxxx9 ste**@a********************.com
Financial Dynamics 1101 K St NW # B100, Washington, DC 20005 20243xxxx0
Bryan Financial Group 1730 K St NW, Washington, DC 20006 20250xxxx8
Consumer Financial Protection Bureau 1700 G St NW, Washington, DC 20552
20243xxxx0 ada*@c**************.gov 3.4 18 98013 154
4.5 362
The Independence Wealth Management Group - Morgan Stanley 1775 I St NW Suite 200, Washington, DC 20006
20286xxxx3 acm***********@m************.com
Merrill Lynch Financial Advisor George Bassett 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor Brian Wagner 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx6 ale*********@m*.com
​The Capital Management Group | Investment Advisors 1101 30th St NW Fifth Floor, Washington, DC 20007 20265xxxx5
Bank of America Private Client Advisor Morris Clarke 1800 K St NW, Washington, DC 20006
20244xxxx3 dom*****************@b************.com 5.01
Rockefeller & Co 1717 Rhode Island Ave NW Ste 620, Washington, DC 20036
20271xxxx0 aab******@r*****.com
Planning Needs Financial Group 6219 Executive Blvd Ste 100 Rockville, MD 20852
30123xxxx6 cha****@p************.com 5 11 69
Relativity Fund 1300 17th St N, Arlington, VA 22209
70381xxxx2 jjm*****@r*******************.com
Merrill Lynch Financial Advisor Ryan Wiebe 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Marvin A Address & Associates Inc 1725 Desales St NW #802, Washington, DC 20036 20242xxxx6 3.04
Merrill Lynch Financial Advisor Cary M Piligian 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Values Added Financial
ari@v*******************.com 5 2
Merrill Lynch Financial Advisor Paul Juergensen 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx2 ale*********@m*.com
Edward Jones - Financial Advisor: Justin B Dean 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
20292xxxx4 and*******@c*************.ca
Barbara J. O’Leary 101 S Whiting St Ste 203 Alexandria, VA 22304
70337xxxx6 joh******@b************.net
Merrill Lynch Financial Advisor Joe Emerusabe 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Capital Asset Management and Investment 1629 K St NW #300, Washington, DC 20006 20240xxxx9
Ayesha Yasin - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx9 rbc*********@r**.com
Andrew Leonard - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx3 rbc*********@r**.com
Diane Schaefer - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx7 dia***********@r**.com
Edward Jones - Financial Advisor: Matt Moore, CFP® 728 Jefferson St, Alexandria, VA 22314 70354xxxx8
FTI Consulting 555 12th St NW, Washington, DC 20004
20231xxxx0 aar*********@f************.com
Brandt Haring - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
20230xxxx9 130 130
First Command Financial Advisor - Joel Panchak 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 add****@f***********.com 7274 199 7500
Susan M. Hovanec - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx2 rbc*********@r**.com
Ameriprise Financial 1906 Sunderland Pl NW, Washington, DC 20036 20229xxxx7
Columbia Partners 5425 Wisconsin Ave Ste 700, Chevy Chase, MD 20815
30165xxxx7 aba****@c***********.com
Joseph Smart - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
20230xxxx9 joh*******@c*.rbcwealthmanagement 130 130
Merrill Lynch Financial Advisor Evan Pietras 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor Robert Howe 1152 15th St NW Suite 6000, Washington, DC 20005
20242xxxx8 ale*********@m*.com
Invotex Group 1100 Connecticut Ave NW, Washington, DC 20036 20237xxxx0
RBH Global Wealth Partners - Ameriprise Financial Services 1701 Pennsylvania Ave NW Ste 218, Washington, DC 20006
70366xxxx7 all**********@a***.com 154 155
TPI Group 8230 Leesburg Pike, Ste 700 Vienna, VA 22182
70328xxxx8 dav**@t**********.com 4 47 4 8 77
Citi PWM 1225 Connecticut Ave NW, Washington, DC 20036 20285xxxx0
Inter Vest Ltd 2 Wisconsin Cir Ste 500, Chevy Chase, MD 20815
30195xxxx5 lai**@i***********.com
Louie Atangan - TD Wealth Relationship Manager 605 14th St NW, Washington, DC 20005
57188xxxx7 ale***@t*.com 843382 7037 849000
Morgan Stanley Wealth Management 1050 Connecticut Ave NW, Washington, DC 20036 20286xxxx0
Merrill Lynch Financial Advisor Seun G Olojola 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Edward Jones - Financial Advisor: Jake Wood 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com 83537
Fahmy & Associates 7657 Leesburg Pike Falls Church, VA 22043
70376xxxx0 cat******@f*********.com 2 3
Patrick Holley - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx5 pat***********@r**.com
DBF Wealth Management Group - Stifel 1776 I St NW 9th Fl, Washington, DC 20006
20249xxxx1 4117
TIAA Financial Services 601 13th St NW Ste 700, Washington, DC 20005
80084xxxx8 acc******************@t***.org 3 2 12 90697 481 91949
NTCIC | National Trust Community Investment Corporation 1155 15th St NW #300, Washington, DC 20005
20258xxxx1 abl*******@n****.com
Edward Jones - Financial Advisor: Skip Thompson 1201 Connecticut Ave NW, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com
Merrill Lynch Financial Advisor Danielle G Thibault 1152 15th St NW Suite 6000, Washington, DC 20005
20261xxxx1 ale*********@m*.com
E Bump 1730 Rhode Island Ave NW, Washington, DC 20036 20222xxxx0
Edward Jones - Financial Advisor: AJ Skolnitsky 8001 Braddock Rd Ste 107 Springfield, VA 22151
57145xxxx7 a.j*********@e**********.com 86286 97000
FINSEG 2020 Pennsylvania Avenue NW #307, Washington, DC 20006
20243xxxx4 jpo********@f*****.com
Goode Tax & Resolution Lanham, MD 20706
30180xxxx7 goo*************@p*********.is 78
Merrill Lynch Financial Advisor Scott Moran 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Moy Cheung & Co 1310 9th St NW, Washington, DC 20001 20223xxxx8 2.3 3
Merrill Lynch Financial Advisor Mohanad (Moe) Elhag 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Melanie Folstad - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx9 mel************@r**.com 54 58
Kirchenbauer Financial Management & Consulting 200 N Glebe Rd Ste 812, Arlington, VA 22203
70338xxxx9 and***@o********************.com
Manulife Financial 750 17th St NW, Washington, DC 20006 20265xxxx7
Taylor Stewart - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx5 rbc*********@r**.com
Finnerty Partners - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20294xxxx0 ben*******************@u**.com
Merrill Lynch Financial Advisor Justin P. Gaither 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Ameriprise Financial Services Inc 1220 19th St NW, Washington, DC 20036
20229xxxx7 dea************@a***.com 272
Angel Kings - Venture Capital & Private Equity Firm 3615 Wisconsin Ave NW, Washington, DC 20016
80097xxxx5 inv***@a*********.com
Edward Sturtevant - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx6 rbc*********@r**.com
Red Clover Financial Planning 7918 Jones Branch Dr Fl 4 Ste 202 Tysons, VA 22102
70367xxxx7 kco**@r*************************.com
Merrill Lynch Financial Advisor Dileep Nair 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
The District Capital Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx9 rbc*********@r**.com
Foundation for Financial Planning 1425 K St NW Suite 602, Washington, DC 20005
20286xxxx3 jsm***@f*********.org
Goetzman Nau Financial Partners 1800 Diagonal Rd Suite 555, Alexandria, VA 22314
70353xxxx5 jna*@g************.com
Merrill Lynch Financial Advisor Ryan P Kelly 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx0 ale*********@m*.com
Darby Overseas Investments Ltd 1133 Connecticut Ave NW, Washington, DC 20036
20287xxxx0 ade*********@d************.com
Rodney Gray - Morgan Stanley 333 John Carlyle St Suite 650, Alexandria, VA 22314
70383xxxx8 int**********@m************.com
Alliance Partners 4445 Willard Ave Ste 1100, Chevy Chase, MD 20815
30191xxxx0 aga****@a***************.com 498
Partyka, Jason, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30132xxxx0 ame******************@a***.com
Merrill Lynch Financial Advisor James Giaccia 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Carson Wealth 800 Maine Ave SW Ste 200, Washington, DC 20024
20277xxxx0 abr****@c***********.com 2038 49 2300
Vigilant Financial Partners 1001 Connecticut Ave NW, Washington, DC 20036
20222xxxx5 gku****@v****************.net
Steward Partners Global Advisory LLC 1776 I St NW #700, Washington, DC 20006
20293xxxx0 aar***********@s**************.com 3.8 4 10541 19 10000
Merrill Lynch Financial Advisor William J. Moran Jr. 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
DC Advisory US DC Advisory US, 1425 K St NW Suite 900, Washington, DC 20005
44347xxxx0 aar*********@d*********.com
Merrill Lynch Financial Advisor Dallas Disbro 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Denise Allen - Private Wealth Advisor, Ameriprise Financial Services, LLC 1100 H St NW UNIT 1010, Washington, DC 20005
20222xxxx0 dns*****@a***.com
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors 700 K St NW, Washington, DC 20001
70353xxxx0 dka****@m********************.com 5 22
Merrill Lynch Financial Advisor James C. Grant 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
P & L Investments 1730 Rhode Island Ave NW, Washington, DC 20036
20242xxxx0 gsi*********@p***************.com
Edward Jones - Financial Advisor: Mila Lynne A Floro 801 N Quincy St Ste 150, Arlington, VA 22203
70324xxxx6 a.j*********@e**********.com
The Stewart Group 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx4 ste****************@r**.com
Toria Scotto - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx3 ben*******************@u**.com
Merrill Lynch Financial Advisor Iryna P Warren 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Nick Sposa - Edward Jones 900 N Taylor St Ste 100 Arlington, VA 22203
70346xxxx6 a.j*********@e**********.com 5 1 83837 92132
Denise Allen - Private Wealth Advisor, Ameriprise Financial Services 8601 Georgia Ave Ste 910, Silver Spring, MD 20910
20222xxxx0 and***********@a***.com 347 17 335
Robert Allred, CFP, CPWA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx5 abc***@u**.com
The Wertz-Jackson Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx8
Greg Roemer - Thrivent 1775 I St NW Ste 1150, Washington, DC 20006
20224xxxx6 adm**@d***********.com 15
Rocco L Russo III - Edward Jones 410 S Maple Ave Ste 3 Falls Church, VA 22046
70353xxxx3 a.j*********@e**********.com 3.7 3
MainStreet Financial Planning - Washington 1775 Eye St NW Ste 1150 Washington, DC 20006
88889xxxx3 *nn*@m*****************.com 5 3 402 435
Raffa Investment Advisers
20295xxxx4 den***@r************.com 5.02
Hendler Stern - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx2 abc***@u**.com
The Schaefer Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx7 dia***********@r**.com 56
Geometric Wealth Advisors 1717 K St NW #900, Washington, DC 20006
20276xxxx1 ake*****@g****************.com
Tommy Miller - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
70324xxxx4 rbc*********@r**.com 14312 16000
Matthew Brudniak - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx0 rbc*********@r**.com 14312 16000
Andrew Leonard - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx3 and***********@r**.com 104 105
Manna Wealth Management 1775 Tysons Blvd Fl 5 Tysons, VA 22102
70353xxxx0 dka****@m********************.com 5 9
Juan Carlos Fierro - Thrivent 4201 Wilson Blvd Ste 300, Arlington, VA 22203
70349xxxx4 adm**@d***********.com
The Crowley Shemeld Jewayni Green Group 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Chesapeake Investment Management, LLC 1629 K St NW Ste 800, Washington, DC 20006
20282xxxx0 inf*@c***********.com
Raymond James 1000 Connecticut Ave NW, Washington, DC 20036
85541xxxx0 aar************@r***********.com 17474 18000
Janney Montgomery Scott 1255 23rd St NW Ste 810, Washington, DC 20037
20295xxxx0 aal******@j*****.com
Brandon Pleasants - TD Wealth Financial Advisor 6260 Old Dominion Dr, Mclean, VA 22101
57136xxxx4 ale***@t*.com
Seested Partners - UBS Financial Services Inc. 1501 K St NW 11th Fl, Washington, DC 20005
20294xxxx0
Merrill Lynch Financial Advisor Robert Huber 1152 15th St NW Suite 6000, Washington, DC 20005
20242xxxx7 ale*********@m*.com
Torch Hill Investment Partners 2000 Pennsylvania Ave NW Ste 4500, Washington, DC 20006
20253xxxx0 dmi****@t********.com
Taylor De Jongh Inc 1101 17th St NW Ste 1220, Washington, DC 20036
20277xxxx9 aja***@t*************.com
Gehret Shemeld 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Janney Montgomery Scott LLC 1255 23rd St NW Ste 810, Washington, DC 20037
20295xxxx0 aal******@j*****.com
5 1
Wharf Financial 639 Water St SW, Washington, DC 20024
88825xxxx9 1 1
Merrill Lynch Financial Advisor Linh Nguyen 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
MANNA WEALTH MANAGEMENT - Arlington Financial Advisors 1201 Wilson Blvd Floor 27, Arlington, VA 22209
70353xxxx0 dka****@m********************.com 5 7
Strategic Investment Group 1001 19th St N, Arlington, VA 22209
70324xxxx3 aba*****@s*************.com
Merrill Lynch Financial Advisor Jeffrey Knotts 1152 15th St NW 6th Floor, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Merrill Lynch Financial Advisor Vishal Patel 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Merrill Lynch Financial Advisor Jason R Lindner 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Lazard Technology Partners 5335 Wisconsin Ave NW, Washington, DC 20015
20289xxxx5 abd****************@l*****.com
Hamilton Clark 1701 Pennsylvania Ave NW, Washington, DC 20006
20246xxxx2 dun**********@h************.com 228
Haffner Wealth Management Group - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx0 ade********@u**.com 5 1
Community Ladders Silver Spring, MD 20910
5 10
RBC Wealth Management Branch - Chevy Chase 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
20240xxxx0 rbc*********@r**.com
Merrill Lynch Financial Advisor Douglas Randolph 1152 15th St NW Suite 6000, Washington, DC 20005
20245xxxx4 ale*********@m*.com
Edward Jones - Financial Advisor: Sheila B Cheek 1667 K St NW Suite #260, Washington, DC 20006
20222xxxx2 a.j*********@e**********.com 3.47 83537
Feldman Financial Advisors 1001 Connecticut Ave NW # 840, Washington, DC 20036
20246xxxx2 cfe*****@f***************.com
Polish Embassy Financial Office 1503 21st St NW, Washington, DC 20036 20246xxxx6 4.151
Middleton Advisory 3 Bethesda Metro Ctr Ste 700 Bethesda, MD 20814
20250xxxx5 dav************@m****************.com
Illumint by Kevin Mahoney, CFP® Wonder Bread Factory, 641 S St NW, Washington, DC 20001
10e*************************************@w*****************.com 5 25 133 144
Merrill Lynch Financial Advisor Jeffrey David Gregorio 1152 15th St NW Ste 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Merrill Lynch Private Wealth Advisor Thomas J. Rietano III 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Patrick Holley - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx5 pat***********@r**.com
Andrew Paulson - Financial Advisor, Ameriprise Financial Services 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 and*************@a***.com 275
Anibal Drelichman - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx0
Brian McPherson - Raymond James 1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006
20287xxxx0 4.02
Merrill Lynch Financial Advisor Justin H Wasfy 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Financial Strategies 10411 Motor City Dr Ste 750 BETHESDA, MD 20817
30198xxxx0
The John Carlyle Group - Morgan Stanley 333 John Carlyle St Suite 650, Alexandria, VA 22314
70353xxxx9 int**********@m************.com
ICMA Retirement Corporation 777 N Capitol St NE, Washington, DC 20002
20228xxxx2 rsc*******@p*****.com 3360
Merrill Lynch Financial Advisor Michael Abbenante 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
VERNON Investments, LLC 1629 K St NW #300, Washington, DC 20006 57129xxxx6
Vigilant Financial Partners 1001 Connecticut Ave NW # 310, Washington, DC 20036 20222xxxx5
Freed Advisors 2 Wisconsin Cir Ste 530, Chevy Chase, MD 20815 30165xxxx0
Alante Financial 3110 Mount Pleasant St NW, Washington, DC 20010
20226xxxx0
5 1
Dale Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx8 ben*******************@u**.com
Rainbow Investments and Mgmt Services LLC Washington, DC 20020 20258xxxx8
WASHINGTON ADVISORY GROUP 1200 G St NW, Washington, DC 20005
20266xxxx1 cem@w**********************.net 5.03
Merrill Lynch Financial Advisor William P Milby 1152 15th St NW Suite 6000, Washington, DC 20005
20286xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor Jerry Britton 1152 15th St NW, Washington, DC 20005
20265xxxx4 ale*********@m*.com
11th & G Street Investors LLC 1100 G St NW, Washington, DC 20001 20239xxxx3
Ameriprise Financial Advisors 1875 I St NW Ste 500, Washington, DC 20006 20265xxxx7
Susanne Nolan - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
70355xxxx6 rbc*********@r**.com
P & L Investments 2600 Virginia Ave NW, Washington, DC 20037 20242xxxx0
Merrill Lynch Financial Advisor Christopher Cunniff 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Avon Road Partners, L.p. 2029 Connecticut Ave NW #7, Washington, DC 20008 3.02
Merrill Lynch Financial Advisor Chad Clark 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx7 ale*********@m*.com
American Express Co 4330 26th St N, Arlington, VA 22207
70352xxxx0 aar**@a**************.com
Chris Allen - Platinum Financial Services Advisor, Ameriprise Financial Services 3100 Clarendon Blvd Ste 200, Arlington, VA 22201
70334xxxx9 chr****************@a***.com
First Command 1655 Fort Myer Dr Ste 700, Arlington, VA 22209
70374xxxx1 ara******@c****************.com
Cocozza Financial Planning Ltd 3400 21st Ave N, Arlington, VA 22207 70327xxxx3
Merrill Lynch Financial Advisor Tonia Lee 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Keith Apton of The Capital ESOP Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx8 abc***@u**.com
Raymond James & Associates 1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006
20287xxxx0 aar************@r***********.com 17474 18000
Rob Holmes - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
54072xxxx0 rbc*********@r**.com 14312 16000
Edelman Financial Engines 6550 Rock Spring Dr Ste 510 Bethesda, MD 20817
83375xxxx3 aar**@e**********************.com 13 18728 20 20000
Raffa Wealth Management, LLC 2020 K St NW #740, Washington, DC 20006
20295xxxx4 cha**@r**********.com
Certified Financial Planner Board of Standards, Inc 1425 K St NW, Washington, DC 20005
20237xxxx0 aam***@c**.net
Adam J. Brinkley, AAMS, ADPA - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx4 ben*******************@u**.com 4.02
Merrill Lynch Wealth Management 7501 Wisconsin Ave, Bethesda, MD 20814
30121xxxx0 bro*********@m*.com 1 1
Platinum Bridge Wealth Strategies 1200 G St NW suite 844, Washington, DC 20005
20287xxxx7 ant****@p*******************.com 5 1 301 305
Merrill Lynch Financial Advisor James F O'Sullivan 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Merrill Lynch Financial Advisor Henry Asemota 1152 15th St NW, Washington, DC 20005
21223xxxx8 ale*********@m*.com
Edward Jones 1025 Connecticut Ave NW Ste 1108, Washington, DC 20036 20229xxxx8
ADA Financial Services 700 13th St NW, Washington, DC 20005 20243xxxx2
Anchorage Limited Partnership 1555 Connecticut Ave NW, Washington, DC 20036 20238xxxx2 4.67
Edward Jones - Financial Advisor: Sue Gruskiewicz 801 N Quincy St Ste 150, Arlington, VA 22203
70365xxxx4 and*******@c*************.ca
Merrill Lynch Financial Advisor David Anthony Powell 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Wells Fargo Advisors 1500 Wilson Blvd, Arlington, VA 22209 70334xxxx4
Merrill Lynch Financial Advisor Chase Alston Phillips 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx4 ale*********@m*.com
Matt-Hew Consulting Silver Spring, MD 20910
57131xxxx3
David Wealth Management 8315 Lee Hwy Ste 325 Fairfax, VA 22031
70356xxxx0 cjd****@d**********.com
Susan M. Hovanec - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx2 rbc*********@r**.com
Charles Schwab 1100 Rhode Island Ave NW, Washington, DC 20005
20281xxxx5 aar********@s*****.com 263501 126 270260
Edward Jones - Financial Advisor: Darren N Aversa 2801 Richmond Hwy Suite 1, Alexandria, VA 22301 70351xxxx2 5 3
Washington, DC Private Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx0 abc***@u**.com
Cox, Robert, AGT 6400 Goldsboro Rd, Bethesda, MD 20817
30192xxxx2 ame******************@a***.com
Merrill Lynch Financial Advisor J.C. McKnight 1152 15th St NW Suite 6000, Washington, DC 20005
20242xxxx7 ale*********@m*.com
Carrington Financial Planning, LLC 3648 N Oakland St, Arlington, VA 22207
95429xxxx4 iam@c***********.com
Wells Fargo Advisors 5701 Connecticut Ave NW, Washington, DC 20015 20268xxxx0
Merrill Lynch Financial Advisor Stephen E Barron 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Merrill Lynch Financial Advisor Andrew J. Sheridan 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx4 ale*********@m*.com
Merrill Lynch Financial Advisor Zach Garlitos 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx6 ale*********@m*.com
Merrill Lynch Financial Advisor Jeffrey William Mullaney 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Merrill Lynch Financial Advisor Charles M Drew 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Entelechy 4800 Hampden Ln Ste 200 Bethesda, MD 20814
20277xxxx7 bxx****@e********.co 35
Green Gate 1752 N St NW, Washington, DC 20036
20288xxxx2 ath****@i*******************.com 3138 13074 3200
Bessemer Trust Private Wealth Management Washington DC 900 17th St NW Suite 1000, Washington, DC 20006
20265xxxx0 Leg**@B*******.com
Merrill Lynch Financial Advisor Shane Cooke 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
ABG Wealth Management - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx1 ben*******************@u**.com
First Command Financial Advisor - Alexandria Moore 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com
Brock Van Selow - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx3 ben*******************@u**.com
The J.E. Group 2424 Skyland Pl SE, Washington, DC 20020 20248xxxx7
Merrill Lynch Financial Advisor James M. Arrison IV 1152 15th St NW 6th Floor, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Wisdom and Wealth 6224 3rd St NW, Washington, DC 20011 20272xxxx7 4.6 235
PJSC Mullen Capital Corporation Serving theWashington Area 20258xxxx6
Merrill Lynch Financial Advisor Talya Bock 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Atoll Financial Group Inc 1301 K St NW, Washington, DC 20005
20270xxxx0 inf*@a*************.com
Edward Jones - Financial Advisor: Mark S Evanko 4201 Connecticut Ave NW Ste 201, Washington, DC 20008
30120xxxx8 and*******@c*************.ca
Merrill Lynch Financial Advisor Brendan J. Guilday 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Morgan Stanley 901 F St NW, Washington, DC 20004
20263xxxx0 aal*******@m************.com
Susan H. Stewart - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx8 ste****************@r**.com
Holidae Hayes - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx3 bre***********@u**.com
Douglas Labossiere - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
70346xxxx2 joh*******@c*.rbcwealthmanagement
Liberty Capitol Group - Private Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx2 ben*******************@u**.com 4 2
4 2
Fred S. Shapiro & Associates, Inc. 11408 Cronridge Dr, Owings Mills, MD 21117
41090xxxx0 v*c*@f*********.com
Merrill Lynch Financial Advisor Elizabeth M Shepard 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com
A. B. Nicholas 1629 K St NW Ste 300 Washington, DC 20006
20237xxxx4 a.y***********@a*********.com 5 2
Steve Ross - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx0 joa**********@r**.com
Merrill Lynch Financial Advisor Daniel Straub 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Davis and Davis Comprehensive Financial Planning 920 M St SE, Washington, DC 20003 20242xxxx3 gja*****@i************.com
First Command Financial Advisor - Rachel Richardson 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 add****@f***********.com 73
George W. Seals, Jr. - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20265xxxx7 ben*******************@u**.com
SKF Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20265xxxx0 abc*******@u**.com
Merrill Lynch Financial Advisor Bill Kast 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx6 ale*********@m*.com
Diane Cabrales - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
70334xxxx6
Ann Marie Etergino - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx2 ann**************@r**.com
The DC Financial Group 1801 K St NW Ste 210, Washington, DC 20006
20260xxxx2 and***********@a***.com 347 17
Cooley Robinson Financial Planners 9601 Baltimore Ave, College Park, MD 20740 30122xxxx2
Intervest LTD 2 Wisconsin Cir Ste 500, Chevy Chase, MD 20815
30195xxxx5 dic*@i***********.com
Merrill Lynch Private Wealth Advisor Robert L Moon 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Awad Morgan - Financial Advisor, Ameriprise Financial Services, LLC 1001 Connecticut Ave NW Ste 630, Washington, DC 20036
20275xxxx4 awa**********@a***.com 5 1
Wesling Financial Planning Services 6621 Wakefield Dr Ste 113 Alexandria, VA 22307
70376xxxx9 car******@w***************.com 5 2
Susan Crown - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx5 ben*******************@u**.com
Morgan Stanley Wealth Management 1775 I St NW, Washington, DC 20006 20286xxxx0 int**********@m************.com
Jurnex Advisors 1300 I St NW Suite 400 E, Washington, DC 20005
20243xxxx5 joh******@j*****.com 1 13 99 101
FMSN FINANCIAL GROUP 611 Pennsylvania Ave. SE, Washington, DC 20003 20234xxxx0
Merrill Lynch Financial Advisor George D Vassiliou 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Ayanna Financial 2001 L St NW Ste 500 Washington, DC 20036 20284xxxx0
Merrill Lynch Financial Advisor George J Adams 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Ronald Everett 1152 15th St NW Ste 6000, Washington, DC 20005
20265xxxx9 ale*********@m*.com
D L Financial Group 3900 16th St NW, Washington, DC 20011
20272xxxx0 ace*****@a***.org 2598 10
Alliance Partners 4445 Willard Ave, Chevy Chase, MD 20815
30191xxxx0 aga****@a***************.com
David Kelso - Raymond James 1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006
20287xxxx0 5.01
England & Co 2 Wisconsin Cir, Chevy Chase, MD 20815
30188xxxx0 bac****@e********.com
Edward Jones - Financial Advisor: Skip Thompson 600 Pennsylvania Ave SE Ste 330, Washington, DC 20003
20260xxxx1 and*******@c*************.ca
The Wright-Nichols Wealth Management Group - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx7 ben*******************@u**.com
Beltway Wealth Management - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx1 ben*******************@u**.com
Oliver Crandall - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx7 oli************@r**.com
Investors Financial International LLC 2020 Pennsylvania Avenue NW, Washington, DC 20006 20245xxxx1
Burt Wealth Advisors 6010 Executive Blvd Ste 900 Rockville, MD 20852
30177xxxx0 bd@b*****************.com
Trey Blanchard - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx1 ann**************@r**.com
Git Investment Svc 1700 N Moore St, Arlington, VA 22209
70352xxxx4 ser****@c******************.com
Diane Cabrales - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
70334xxxx6 rbc*********@r**.com
Carter Bidwick - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx8
Allstate Personal Financial Representative: Lynette Melcher 1726 Connecticut Ave NW Ste 200, Washington, DC 20009
20288xxxx4 a****00@a*******.com 5 28
5 25
Katie Clark - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx6 kat**********@r**.com 45 46
Mayers Capital Management 6409 Landing Way, NEW CARROLLTN, MD 20784
30171xxxx7 5 1
Griffin Owens Insurance Group 847 Station St Herndon, VA 20170
70347xxxx0 ale*@g***********.com 4.8 334 5 1
Shaffer Wealth Advisors of Janney Montgomery Scott 1255 23rd St NW Ste 810, Washington, DC 20037
20295xxxx6 aal****@j*****.com
Black Pearl Wealth Management Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx3 rbc*********@r**.com
Susanne Nolan - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
70355xxxx6
Morgan Stanley 2 Wisconsin Cir, Chevy Chase, MD 20815 30128xxxx0
Pharos International Risk 1203 Holly St NW, Washington, DC 20012 20288xxxx3
Louie Atangan - TD Wealth Relationship Manager 3101 Wilson Blvd Ste 120, Arlington, VA 22201
57188xxxx7 ada*@h********.com
Edelman Financial Engines 1800 Diagonal Rd Ste 480 Alexandria, VA 22314
83375xxxx3 aar**@e**********************.com 4.5 2 5 1 18728 20 20000
Massey Jackson Partners - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx1 abc***@u**.com
Merrill Lynch Financial Advisor Elijah D Smith 1152 15th St NW Suite 6000, Washington, DC 20005
20243xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor Marie Mattes 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Farr Miller & Washington 1020 19th St NW, Washington, DC 20036
20253xxxx0 aga****@f*********.com 5 2 558
Choe & Associates Financial Services 1200 H St NW, Washington, DC 20005 20289xxxx8
Edward Jones - Financial Advisor: Kenneth A Hopkins 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
80428xxxx2 and*******@c*************.ca
Morgan Stanley Wealth Management 7500 Old Georgetown Rd, Washington, DC 20010
30196xxxx0 aar***********@m***********************.com
CSG Capital Partners of Janney Montgomery Scott 1255 23rd St NW #810, Washington, DC 20037
88822xxxx6 adi******@j*****.com
UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx0 aar*******@u**.com 5 1 229420 242000
Katz-Moses Financial 420 Oneida Pl NW, Washington, DC 20011
and***@k*****************.com 5 6
Merrill Lynch Financial Advisor Dominique Peterson 1152 15th St NW Suite 6000, Washington, DC 20005
20230xxxx4 ale*********@m*.com
Alizeh Afzal - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
78658xxxx3 28
Wells Fargo Advisors 1804 Adams Mill Rd NW, Washington, DC 20009
20223xxxx5 aar**********@w*********.com 156184 11
2.5 13
Shawn O'Reilly - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
20266xxxx4
Washington, DC Office - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx0 abc***@u**.com
Howe Wealth Management - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx2 ben*******************@u**.com
The Columbia Group 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx4 joh*******@c*.rbcwealthmanagement
Sovereign Wealth Management 8229 Boone Blvd Ste 760 Vienna, VA 22182
70331xxxx5 aja*@s********.global 5 1
Investment Adviser Association 818 Connecticut Ave NW #600, Washington, DC 20006
20229xxxx2 ala*********@i****************.org 5.01
Morgan Stanley Financial Advisors 1775 I St NW Suite 200, Washington, DC 20006
20286xxxx0 ade***********@m************.com 3
Mink Wealth Management 8381 Old Courthouse Rd Ste 211 Vienna, VA 22182
88878xxxx5 bra****@m*********.com
McKay, Hanley, Francis & Wright - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx0 abc***@u**.com
First Command Financial Advisor - Ivan Brown 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com 7274 199 7500
Edward Jones - Financial Advisor: Sean Zawodny 4201 Connecticut Ave NW Ste 201, Washington, DC 20008
20223xxxx4 a.j*********@e**********.com 83545
Liberty Capitol Group - Institutional Consulting - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx8 bre***********@u**.com
Jerry Truman - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
30190xxxx5 rbc*********@r**.com
Ross & Moncure 726 N Washington St, Alexandria, VA 22314
70354xxxx6 ani**@r**********.com 4.3 8 3.8 16
Columbia Financial Advisors 1730 Rhode Island Ave NW #800, Washington, DC 20036 20229xxxx6 3.73
XNE Financial Advising, LLC
20284xxxx3 com***********@x*********.com 5 153 4155
Loren L. Danielson - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx6 lor************@r**.com 2 14312 16000
Edward Sturtevant - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx6 rbc*********@r**.com
Merrill Lynch Financial Advisor Darric N Boyd 1152 15th St NW, Washington, DC 20005
20242xxxx0 ale*********@m*.com
Alizeh Afzal - RBC Wealth Management Financial Advisor 1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006
78658xxxx3 rbc*********@r**.com
Natalie Miller - RBC Wealth Management Financial Advisor 5425 Wisconsin Ave Ste 301, Chevy Chase, MD 20815
70334xxxx5 rbc*********@r**.com
Song Yi - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx2 oli************@r**.com 29
Merrill Lynch Financial Advisor Emily C. Grace 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Fortify Ventures LLC 1627 K St NW, Washington, DC 20006 20282xxxx2
Money Plans 8701 Georgia Ave Ste 710 Silver Spring, MD 20910
30158xxxx0 adm**@m*********.com 1 1
The Pennington Group 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx5 a.m******@r**.rockco
Wells Fargo Advisors 2311 Wilson Blvd, Arlington, VA 22201 70352xxxx5
Ameriprise Financial 3033 Wilson Blvd Ste 430, Arlington, VA 22201 57125xxxx7
Delancey Wealth Management 20 F St NW, Washington, DC 20001
20250xxxx0 ijo*****@d*************.com
Merrill Lynch Financial Advisor Angela G Ellison 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Ayanna Financial, LLC 2001 L St NW, Washington, DC 20036 20284xxxx0 5 5
American Express 1630 Crescent Pl NW, Washington, DC 20009
20251xxxx4 aar**@a**************.com
Rockefeller Financial 900 17th St NW #603, Washington, DC 20006 20271xxxx0 aab******@r*****.com 3 2
Foundation For Financial Planning 1425 K St NW Ste 750, Washington, DC 20005
20286xxxx3 jsm***@f*********.org
Quantum Financial Advisors 1633 Q St NW #230, Washington, DC 20009
20295xxxx1 alo**@q*****.com 5 1
Tammy Haygood - RBC Wealth Management Financial Advisor 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
20266xxxx3 rbc*********@r**.com
Fidelity Investments 325 7th St NW Ste 650, Washington, DC 20004 20273xxxx4
John A. Aras - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx2 ben*******************@u**.com 4.02
Merrill Lynch Financial Advisor Matthew Benton 1152 15th St NW Suite 6000, Washington, DC 20005
20265xxxx4 ale*********@m*.com
First Command Financial Advisor - Bill Delaney 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 add****@f***********.com
Capstone 300 Independence Ave SE, Washington, DC 20003
20247xxxx4 bsc*****@c*********.com 3.5 39
Morgan Stanley Smith Barney 750 9th St NW, Washington, DC 20001 20266xxxx6 3.73
Morgan Stanley Wealth Management 401 9th St NW, Washington, DC 20004 20265xxxx3
Wizov, Ryan, AGT 6400 Goldsboro Rd Ste 550, Bethesda, MD 20817
30132xxxx0 ame******************@a***.com 132832 134000
First Command Financial Advisor - Brendan Cherasard 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com 7274 199 7500
Denise Bump - Ameriprise Financial Advisor 1730 Rhode Is Ave NW Ste 502 Washington, DC 20036
20222xxxx0 dns*****@a***.com
Savvy Life Wealth Planners Chantilly, VA 20152 70395xxxx1
Columbia Partners 5425 Wisconsin Ave, Chevy Chase, MD 20815
30165xxxx7 aba****@c***********.com