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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obsidian Planning | Rockville | MD | 09/2016 | 06/2018 |
| Unemployed | Ellicott City | MD | 01/2016 | 09/2016 |
| Unemployed | Ellicott City | MD | 06/2018 | 12/2020 |
| Raymond James Financial Services, Inc. | Columbia | MD | 12/2019 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Columbia | MD | 12/2019 | 12/2020 |
| Lee Financial Group, Inc. | Columbia | MD | 12/2019 | 12/2020 |
| Widmann Financial Services | Bowie | MD | 07/2021 | Present |
| Unemployed | Ellicott City | MD | 12/2020 | 07/2021 |
Fixed insurance sales; Located at 4321 Northview Drive, Bowie, MD 20716, as of 08/01/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-26 |
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