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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-09 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
920 Providence Road Suite 201, Towson, MD 21286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Securities, Inc. | Towson | MD | 11/1988 | 06/2023 |
| Atlantic Financial Services, Inc. | Baltimore | MD | 05/1999 | 06/2023 |
| Atlantic Securities Associates, Inc. | Towson | MD | 01/1990 | 12/2024 |
| M.S. Howells & Co | Scottsdale | AZ | 06/2023 | Present |
| Wealthcare Capital Partners, Llc | Townson | MD | 05/2024 | Present |
1. MS Howells & Co; Investment-Related; Same as reported business location(s); Insurance Agent & Registered Representative; 06/2023; Implementations of insurance recommendations. 2. Carol Ashmen has been dually registered with Wealthcare Capital Partners as an Investment Advisor Representative and MS Howells as a Registered Representative since 05/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-19 |
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