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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-29 |
| MD | RA | APPROVED | 2009-09-14 |
Branch Locations
913 Ridgebrook Road Suite 202, Sparks, MD 21152 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Financial Securities Llc | Towson | MD | 09/2009 | Present |
| Maryland Wealth Management, Llc | Sparks | MD | 07/2015 | Present |
1) Maryland Wealth Management, LLC (DBA); Investment Related; 913 Ridgebrook Road Suite 202 Sparks MD 21152; Start Date: 07/2015; Insurance Brokerage; 160 Hrs. per month; 100 Hrs. during trading; Sales of Life, Long Term Care and Disability Insurance 2) Work Life Balance, LLC; Not Investment Related; 913 Ridgebrook Rd. Unit 202 Sparks, MD 21152; Start Date: 10/19/2018; Owner/Landlord; 4 Hrs. per month; 0 Hrs. during trading; Office Space Leasing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-13 |
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