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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| MD | RA | APPROVED | 2020-07-23 |
Branch Locations
1451 Rockville Pike Ste 250, Rockville, MD 20852 • United States
4351 West College Ave Suite 420, Appleton, WI 54914 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Baltimore | MD | 08/2016 | 12/2016 |
| Bb&T Securities, Llc | Baltimore | MD | 01/2018 | 03/2018 |
| Brightline Financial | Pikesville | MD | 05/2019 | Present |
| Baltimore /Steel Knifemakers, Llc | Pikesville | MD | 03/2017 | Present |
| Bright Futures Wealth Management, Llc | Pikesville | MD | 04/2020 | 06/2020 |
| Private Client Services | Rockville | MD | 07/2020 | Present |
1) JACK SHRODER & ASSOCIATES. 3105 SMITH AVENUE, PIKESVILLE, MD 21208. AGENT FOR THE SALES OF MEDICARE PROGRAMS AND RELATED INSURANCES. AGENT. 60 HRS/MO; 40 DURING TRADING HRS. 2) BALTIMORE STEEL KNIFEMAKERS LLC. 3105 SMITH AVENUE, PIKESVILLE, MD 21208. MANUFACTURER OF HANDMADE KNIVES. OWNER OPERATOR. 80 HRS/MO; 40 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-01 |
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