Elizabeth S. Avery
Professional summary
Elizabeth Smith Avery, who also goes by Martha Elizabeth Adams, Martha Elizabeth Parker, M Elizabeth Smith, Martha Elizabeth Smith, M Elizabeth Smith-adams, Martha Smithadams, is a registered financial professional currently at KALORAMA CAPITAL, LLC located in Washington, District Of Columbia.
Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 1995. Elizabeth has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Smith Avery's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2000 - Present
KALORAMA CAPITAL, LLC
August 25, 1995 - September 23, 1999
MERIT CAPITAL ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/15/2003)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
KALORAMA CAPITAL, LLC
CRD#: 104155 / SEC#: , 8-52617
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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