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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-09 |
| OH | RA | APPROVED | 2018-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rowe Financial | Centerville | OH | 07/2011 | 05/2018 |
| Regis Asset Management, Llc | Westerville | OH | 08/2012 | 01/2018 |
| Horter Investment Management | Cincinnati | OH | 01/2018 | 05/2018 |
| The Cornerstone Group | Centerville | OH | 01/2018 | 03/2019 |
| Founders Financial Securities, Llc | Towson | MD | 05/2018 | Present |
| Covenant Planning And Wealth Management | Waynesville | OH | 04/2019 | Present |
1. Covenant Planning, LLC / Covenant Planning and Wealth Management; Investment Related; 1800 Lyons Road, Centerville, OH 45458; Insurance, Fixed Product Sales; Planning and Wealth Management; President; 04/2019; 40 hours per month; 40 hours per month during trading; Financial Planning, Insurance Planning. 2. Isagenix; Not investment related; Gilbert, AZ 85297; health and wellness; consultant; 10/24/2011; 1 hours per month, 0 during trading hours. Discuss health and wellness products and provide opportunity to purchase products. 3. Z131 LLC: non investment related; 1800 Lyons Rd. Centerville, OH 45458; owner/sole member; 3/2019: 0 hours per month, 0 during trading hours. Inactive LLC. 4. HOA Management; not investment related; 1800 Lyons Rd. Centerville, OH 45458; manager; 10/2021; 4 hours per month; 4 during trading hours; Collection of HOA fees once per quarter and manage contractors for building. 5. EZ3625 Inc, Waynesville, OH, Selling used books "Fulfilled By Amazon" FBA, Not investment related, 20 hours per month, 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-04 |
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