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10410 Kensington Parkway Suite 308, Kensington, MD 20895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2015-05-15 |
| VA | RA | APPROVED | 2015-05-14 |
| MD | RA | APPROVED | 2015-05-13 |
Branch Locations
10410 Kensington Parkway Suite 308, Kensington, MD 20895 • 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 |
|---|---|---|---|---|
| Laser Financial Group | Kensington | MD | 06/2008 | 01/2024 |
| Laser Wealth Management, Lc | Kensington | MD | 05/2015 | Present |
| Laser Wealth Management, Lc | Kensington | MD | 01/2024 | Present |
LASER WEALTH MANAGEMENT, LC, INVESTMENT RELATED; KENSINGTON, MD; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT/ MANAGING PRINCIPAL/SENIOR STRATEGIST; FEBRUARY 2024; APPROXIMATELY 1 HOUR (20% OF TIME) DEVOTED TO THIS BUSINESS. ENROLLED AGENT/BOOKKEEPER; TAX PLANNING & FILING SERVICES, APPROXIMATELY 15% OF TIME DEVOTED TO THIS ACTIVITY SINCE FEBRUARY 2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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