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Upperco, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Capital Management, Llc | Hunt Valley | MD | 10/2014 | 06/2018 |
| Dover Road, Llc Dba Belleros Capital Management | Hunt Valley | MD | 04/2018 | 10/2020 |
| Partnership Wealth Management | Baltimore | MD | 10/2020 | 07/2024 |
| Belleros Capital Management, Llc | Upperco | MD | 07/2024 | Present |
INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION, INSURANCE SALES, AGENT, 2020, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-27 |
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