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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2014-08-21 |
Branch Locations
8181 Professional Place Ste 170, Hyattsville, MD 20785 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intersource Corporation | Washington | DC | 01/1999 | 05/2017 |
| Prime Access Advisory | Bowie | MD | 11/2009 | 11/2017 |
| Retirement Wealth Advisors, Inc. | Hyattsville | MD | 08/2014 | Present |
| Westside Pharmacy | Hyattsville | MD | 10/2010 | 02/2017 |
| Guidelight Wealth, Llc | Hyattsville | MD | 11/2017 | Present |
| American Retirement Institute | Kennesaw | GA | 03/2019 | Present |
| American Financial Educators | Austin | TX | 06/2019 | Present |
| Steep Digital Marketing | Englewood | CO | 09/2020 | Present |
STEEP DIGITAL MARKETING; INVESTMENT RELATED; 116 INVERNESS DR E. #250, ENGLEWOOD, CO 80112; INSURANCE; FINANCIAL EDUCATOR; STARTED 09/2020; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; FINANCIAL EDUCATOR FOR RETIREMENT BASED COURSES. AMERICAN FINANCIAL EDUCATORS; INVESTMENT RELATED; 108 WILD BASIN ROAD, SUITE 250, AUSTIN, TX 78746; INSURANCE; FINANCIAL EDUCATOR; STARTED 06/2019; 8 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; FINANCIAL EDUCATOR FOR RETIREMENT BASED COURSES. Guidelight Wealth, LLC, 8181 PROFESSIONAL PL. SUITE 170, HYATTSVILLE, MD 20785, PRESIDENT/Investment Advisory Services and INSURANCE SALES, 11/2017 - PRESENT, HOURS DEDICATED: 160/ month (120/WEEK DURING TRADING HOURS) American Retirement Institute, investment related, 3550 George Busbee Pkwy NW, Kennesaw, GA 30144, Financial Education, Financial Educator, 4 hrs/ month (zero trade hours). Teaching educational courses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-18 |
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