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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2023-02-28 |
Branch Locations
1938 Security Drive, York, PA 17402 • United States
1820 Lancaster St, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Baltimore | MD | 02/2002 | 12/2021 |
| Mass Mutual | Springfield | MA | 10/1998 | Present |
| Lombard Advisers Incorporated | Baltimore | MD | 02/2023 | Present |
| Self Employed | Freeland | MD | 12/2021 | 02/2023 |
1. Corto Financial Group (CGF); Beginning 02/2023; Current Address: 1938 Security Drive, York, PA, USA, 17402; Agent; Insurance Sales - Life, Disability and Long-Term Care. 99% of time spent on Insurance/1% of time spent on investment side. 2 Splash Financial/CFG - Partnership - Beginning 2/2023 - Refinancing of existing medical student loans with our clients and prospective physicians - Being compensated by Splash Financial for referral to refinance loan(s) which will be marketed through our Corto Financial Group website - www.cortofinancial.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-18 |
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