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Sykesville, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-20 |
| MD | RA | APPROVED | 2013-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Sykesville | MD | 10/2005 | Present |
| Cobalt Financial Partners Llc | Sykesville | MD | 10/2005 | Present |
1. 02/01/2010 - GLENELG COUNTRY SCHOOL - Teacher/Instructor - 5% OF TIME SPENT - I AM THE BUSINESS & ECONOMICS DEPARTMENT CHAIR FOR A LOCAL HIGH SCHOOL. I TEACH ECONOMIC AND BUSINESS COURSES AND HELP STUDENT RUN BUSINESS PROJECTS. 2. 7/23/2013 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Sell non-variable insurance outside of LPL. 3. 11/27/2013 - COBALT FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 4/22/2014 - COBALT FINANCIAL PARTNERS LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Investment Advisor Representative - TIME SPENT 10% - SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE COBALT FINANCIAL PARTNERS, LLC RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULT. 5. 6/17/2020 - Cobalt Real Estate Holdings LLC - Investment Related - Sykesville MD 21784 - Real Estate Rental - Owner - Started 11/01/2015 - 1 Hour Per Month/0 Hours During Securities Trading - 100% owner of Cobalt Real Estate Holdings - rents office space and residential real estate. 6. 6/17/2020 - Educational Testing Service (ETS) - Not Investment Related - 613 Sideling Court Sykesville MD 21784 - Outside/W-2 Employment - AP Exam Grader - Started 06/15/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Grade College Board AP exams. 7. 9/2/2021 - No Business Name - Investment Related - Reunion FL 34747 - Real Estate Rental - Start Date: 06/30/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Own a short term rental property in Florida.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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