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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
| CA | RA | APPROVED | 2025-03-24 |
| OH | RA | APPROVED | 2024-03-11 |
Branch Locations
Lakewood Ranch, FL • United States
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • 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 |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | Northville | MI | 11/2016 | 02/2018 |
| Edward Jones | Rochester Hills | MO | 04/2018 | 12/2018 |
| Fifth Third Securities, Inc. | Marine City | MI | 12/2018 | 09/2019 |
| Lpl Financial, Llc | Waterford | MI | 09/2019 | 04/2020 |
| Thrivent Investment Management Inc | Plymouth | MI | 05/2020 | 01/2021 |
| Financial Engines Advisor Center, Llc | Northville | MI | 07/2015 | 11/2016 |
| Golden Reserve Ria, Llc | Dublin | OH | 01/2021 | 07/2023 |
| Savant Wealth Management | Rockford | IL | 07/2023 | 01/2024 |
| Mdrn Capital, Llc | Findlay | OH | 01/2024 | Present |
1. MDRN Insurance, LLC; Insurance Agent; same address; Non-Investment Related; Appx 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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