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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-16 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Covington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 04/2020 | 05/2023 |
| Unemployed | Cincinnati | OH | 11/2019 | 03/2020 |
| Fidelity Brokerage Services Llc | Covington | KY | 11/2013 | 11/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 07/2023 | 11/2025 |
| Unemployed | Covington | KY | 06/2023 | 07/2023 |
| Unemployed | Covington | KY | 12/2025 | 03/2026 |
| Mdrn Capital, Llc | Covington | KY | 04/2026 | Present |
1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-13 |
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