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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-02 |
| MD | RA | APPROVED | 2006-09-07 |
Branch Locations
9515 Deereco Road Suite 710, Timonium, MD 21093 • 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 |
|---|---|---|---|---|
| Evergreen Structure Settlememt | Cockeysville | MD | 02/2006 | Present |
| Parents Life Ins Trust | Owings Mills | MD | 05/2005 | Present |
| Hebrew Free Loan Association Of Baltimore | Baltimore | MD | 11/2005 | Present |
| The Feinglass Foundation | Baltimore | MD | 11/2005 | Present |
| Founders Financial Securities, Llc | Cockeysville | MD | 09/2006 | Present |
1) Evergreen Structure Settlement; Not Investment Related; 9515 Deereco Road Suite 710, Timonium, MD 21093; Start Date: 02/2006; 16 Hrs. per month; 0 Hrs. during trading; Rep for fixed prod 2) Parents Life Ins Trust; Not Investment Related; 1681 Bullock Circle Owings Mills, MD 21117; Start Date: 05/2005; Trustee; Oversee Admin of Insur. Trust 3) Hebrew Free Loan Assoc of Baltimore; Investment Related; 101 W Mt. Royal Ave Baltimore, MD 21201; Start Date: 11/2005; Board Member; 2 Hrs. per month; 0 Hrs. during trading; Attend Meetings 4) Weinberg Financial Advisory; Investment Related; 9515 Deereco Road Suite 710 Timonium, MD 21093; CEO; 40 Hrs. per month; Life, Health, Disability, Auto, Personal, and Commercial Lines of Insurance; Financial Planning and Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-16 |
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