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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

TitlePresident
OwnershipUnder 5%
Control personYes
Since2019