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1104 Kenilworth Drive Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-05-07 |
Branch Locations
1104 Kenilworth Drive Suite 500, Towson, MD 21204 • 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 |
|---|---|---|---|---|
| The L. Warner Companies, Inc. | Timonium | MD | 08/2014 | 05/2021 |
| M Holdings Securiites, Inc. | Portland | OR | 09/2014 | 05/2021 |
| Sfg Wealth Management | Towson | MD | 05/2021 | Present |
| Lpl Financial, Llc | Towson | MD | 05/2021 | Present |
1) 5/2021 - DBA for LPL Business (entity for LPL business) - SFG Wealth Management - Investment Related - Towson, MD 21204 2) 5/2021 - Non-Variable Insurance - William Sokol - Investment Related - Towson, MD 21204 3) 11/22/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/28/2021 - 8 Hours Per Month/8 Hours During Securities Trading. 4) 05/07/2021 - SFG WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 05/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 80%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
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