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839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lombardo Ayers & Company, Llc | Annapolis | MD | 12/2013 | Present |
| Integrated Wealth Concepts, Llc | Easton | MD | 07/2017 | 02/2019 |
| Bestgate Wealth Advisors, Llc | Edgewater | MD | 03/2019 | 10/2022 |
| Foundation Wealth & Tax Advisors, Llc | Annapolis | MD | 11/2021 | Present |
| Choreo Partner Alliance, Llc | Rockford | IL | 10/2024 | Present |
1. LOMBARDO, WAGNER, AYERS & COMPANY, LLC; INV. RELATED; EASTON, MD; CPA AFFILIATE PROGRAM; PARTNER; START DATE: 01/2014; ACCOUNTING AND TAX SERVICES Owner, Managing Partner of accounting firm Lombardo Ayers & Company, LLC 42.8571429% ownership Partner in accounting firm Kram McCarthy Ayers & Frost, LLC 45% ownership. No commissions. just salary and business profits distributions.
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