Edna Kowitz

Current Employers

Employment History

• 04/2011 → Present
  Kowitz Financial Group, Llc
  Owings Mills, MD
• 01/2014 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 01/2014 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 06/2017
  Summit Brokerage Services, Inc.
  Owings Mills, MD
• 09/2016 → 06/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 06/2017 → Present
  Lexaurum Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-09-01 → 2017-07-11
  Summit Financial Group Inc
  Reisterstown, MD
  Owings Mills, MD
• 2014-01-29 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Owings Mills, MD
  Lawrence, KS
• 2011-06-30 → 2014-10-16
  Kowitz Financial Group
  Owings Mills, MD
• 2006-12-07 → 2011-04-06
  Northwestern Mutual Investment Services, Llc
  Ellicott City, MD
  Ellicott City, MD

Other Businesses

(1) EDNA KOWITZ, INVESTMENT RELATED; 342 CHAMBORLEY DRIVE, REISTERSTOWN, MD 21136; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN JUNE 2000; APPROXIMATELY 10 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (2) EDNA KOWITZ, NOT INVESTMENT RELATED; 342 CHAMBORLEY DRIVE, REISTERSTOWN, MD 21136; LONG-TERM CARE INSURANCE; AGENT; BEGAN JUNE 2000; APPROXIMATELY 10 HOURS PER MONTH INCLUDING DURING TRADING HOURS; LONG-TERM CARE INSURANCE SALES. (3) EDNA KOWITZ, INVESTMENT RELATED; 342 CHAMBORLEY DRIVE, REISTERSTOWN, MD 21136; FIXED ANNUITIES; AGENT; BEGAN JUNE 2000; APPROXIMATELY 5 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED ANNUITY SALES. (4) KOWITZ FINANCIAL GROUP, LLC; INVESTMENT RELATED; 10451 MILL RUN CIRCLE, SUITE 400, OWINGS MILLS, MD 21117; INVESTMENTS, FINANCIAL PLANNING, INSURANCE; PRESIDENT; BEGAN 04/2011; 40 HOURS PER WEEK; DBA FOR ADVISORY AND INSURANCE BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-04
• S63 Uniform Securities Agent State Law Examination
  2001-01-30

Designations

Other Names

• Edna Krell