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1906 Towne Centre Blvd Suite 260, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-03-05 |
| FL | RA | APPROVED | 2024-02-28 |
| MO | RA | APPROVED | 2024-02-26 |
| OR | RA | APPROVED | 2024-01-31 |
| AZ | RA | APPROVED | 2024-01-24 |
| NV | RA | APPROVED | 2024-01-11 |
| GA | RA | APPROVED | 2024-01-09 |
| LA | RA | APPROVED | 2024-01-09 |
| NJ | RA | APPROVED | 2024-01-08 |
| OH | RA | APPROVED | 2024-01-08 |
| AL | RA | APPROVED | 2024-01-07 |
| CA | RA | APPROVED | 2024-01-07 |
| CO | RA | APPROVED | 2024-01-07 |
| CT | RA | APPROVED | 2024-01-07 |
| DE | RA | APPROVED | 2024-01-07 |
| IL | RA | APPROVED | 2024-01-07 |
| IN | RA | APPROVED | 2024-01-07 |
| KS | RA | APPROVED | 2024-01-07 |
| KY | RA | APPROVED | 2024-01-07 |
| MI | RA | APPROVED | 2024-01-07 |
| MN | RA | APPROVED | 2024-01-07 |
| MS | RA | APPROVED | 2024-01-07 |
| NY | RA | APPROVED | 2024-01-07 |
| NC | RA | APPROVED | 2024-01-07 |
| PA | RA | APPROVED | 2024-01-07 |
| SC | RA | APPROVED | 2024-01-07 |
| VA | RA | APPROVED | 2024-01-07 |
| WA | RA | APPROVED | 2024-01-07 |
| WI | RA | APPROVED | 2024-01-07 |
| MD | RA | APPROVED | 2014-01-15 |
| TX | RA | APPROVED | 2014-01-15 |
Branch Locations
1906 Towne Centre Blvd Suite 260, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments Inc | Annapolis | MD | 12/2008 | 12/2017 |
| Scarborough Advisors, Llc Dba Scarborough Capital Management | Annapolis | MD | 11/2013 | Present |
| Independent Financial Group, Llc | Annapolis | MD | 01/2018 | Present |
(1) SCARBOROUGH CAPITAL MANAGEMENT POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2003 ADDRESS: 1906 Towne Centre Blvd, Suite 260, Annapolis MD 21401, United States DESCRIPTION: 20% OWNER AND INVESTMENT ADVISOR REPRESENTATIVE OF SCARBOROUGH CAPITAL MANAGEMENT, AN SEC REGISTERED INVESTMENT ADVISER OFFERING ADVISORY SERVICES. (2) BALLAST PARTNERS LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2016 ADDRESS: 1906 Towne Centre Blvd, Suite 260, Annapolis MD 21401, United States DESCRIPTION: 20% OWNER OF BALLAST PARTNERS, LLC, A BUSINESS PROPERTY. (3) RENTAL HOMES POSITION: Short-term rental property and beach rental property NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2022 ADDRESS: 405 Monterey Avenue, Annapolis MD 21401, United States DESCRIPTION: Own, maintain properties (4) ST. MARY'S PARISH FINANCE COUNCIL POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2025 ADDRESS: 1906 Towne Centre Blvd, Suite 260, Annapolis MD 21401, United States DESCRIPTION: The St. Mary's Parish Finance Council is a consultative body to aid the Pastor of the parish in financial matters. (5) LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 2000 Medical Parkway, Belcher Pavillion, Suite 604, Annapolis MD 21401, United States DESCRIPTION: Goal of bord members is to offer personal expertise and guidance to the Board, Foundation staff and other hospital volunteers or staff towards the successful development of resources, both human and financial, in helping to create a culture of philanthropy within the institution. (6) INSURANCE POSITION: null NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: ADDRESS: 1906 Towne Centre Blvd, Suite 260, Annapolis MD 21401, United States DESCRIPTION: 2) MD INSURANCE AGENT OFFERING LIFE, HEALTH AND LONG-TERM CARE INSURANCE SINCE 2002. NON-INVESTMENT RELATED. APPROXIMATELY 1% OF TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (7) THE HEIRLOOM INDEX POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: 405 Monterey Avenue, Annapolis MD 21401, United States DESCRIPTION: Operate hobby website publishing editorial and historical content on sports cards. Ongoing maintenance of website.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-21 |
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