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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-27 |
Branch Locations
1201 Seven Locks Road, Suite 360, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Washington | DC | 04/2016 | 08/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2016 | 08/2018 |
| M&T Bank | Rockville | MD | 08/2018 | 06/2021 |
| M&T Securities, Inc | Rockville | MD | 09/2018 | 06/2021 |
| Lpl Financial, Llc | Rockville | MD | 07/2021 | 08/2023 |
| Wells Fargo Clearing Services | Mclean | VA | 09/2023 | 10/2025 |
| Founders Financial Securities Llc | Towson | MD | 10/2025 | Present |
1) Velaris Wealth Partners, LLC (DBA); Potomac, MD; Investment Related; Investment Advisor and Insurance Agent, Started 10/2025. 160 hrs/mth, 160 hrs during trading, Investment Advisory/Insurance. 2) RIGOR Insights; Bethesda, MD; Non-investment Related; Consultant; Start 11/2025; 4 hours per month; 1 hour during trading; Business growth consulting 3) Adventist Shady Grove Hospital Center; Rockville, MD, Non-Investment Related; Board Member 1/2026; 3 hours per month; 3 hours during trading; Advisory council to improve hospital operations 4)Make a Wish Mid Atlantic; Bethesda, MD; Non-investment related; Leadership Council Member; Start 11/2024; 2 hours per month; 1 hour during trading; Raise awareness of organization and network resources to fulfill wishes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-27 |
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