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7101 Guilford Drive, Suite 104, Frederick, MD 21704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-07 |
Branch Locations
7101 Guilford Drive, Suite 104, Frederick, MD 21704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Frederick | MD | 09/2005 | 05/2021 |
| Veridian Capital Partners | Frederick | MD | 05/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2021 | Present |
1) Diversified Business Associates; Yes; 7101 Guilford Drive, Suite 104, Frederick, MD 21704; Financial Planning/Wealth Management; Paraplanner; 2012; 150 hrs/mo; 130 hrs during trading; Book-keeper/Financial Planning/Trading Securities 2)Veridian Capital Partners; Yes; 7101 Guilford Drive, Suite 104, Frederick, MD 21704; Financial Planning/Wealth Management; Financial Planner; 05/2021; 150 hrs/mo; 130 hrs during trading; Financial Planning/trading securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-29 |
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