Curtis Jeffrey Congdon
PresidentXml Financial, LLCCRD 4890245
About Curtis Jeffrey Congdon
Curtis Jeffrey Congdon is listed as President at Xml Financial, LLC in Bethesda, MD. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Xml Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Curtis Jeffrey Congdon work?
Curtis Jeffrey Congdon is listed as President at Xml Financial, LLC on SEC Form ADV.
How much of Xml Financial, LLC does Curtis Jeffrey Congdon own?
Form ADV reports a beneficial ownership band of Under 5%.
Xml Financial, LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |