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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| FL | RA | APPROVED | 2024-04-03 |
| MD | RA | APPROVED | 2024-01-16 |
Branch Locations
7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814 • United States
Atlantic Beach, FL • United States
Towson, MD • 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 |
|---|---|---|---|---|
| Girard Securities, Inc. | Hunt Valley | MD | 10/2015 | 02/2017 |
| United Capital Financial Advisers, Llc | Hunt Valley | MD | 10/2015 | 02/2017 |
| Guardian Life Insurance Company | Hunt Valley | MD | 02/2017 | 03/2022 |
| Park Avenue Securities Llc | Hunt Valley | MD | 02/2017 | 03/2022 |
| Mml Investors Services, Llc | Atlantic Beach | FL | 04/2022 | Present |
| Massmutual Life Insurance Co | Atlantic Beach | FL | 04/2022 | Present |
| Goldman Sachs Personal Financial Management | Hunt Valley | MD | 10/2015 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-07 |
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