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2114 Oak Street, Jacksonville, FL 32204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-27 |
| MD | RA | APPROVED | 2026-03-27 |
| TX | RA | APPROVED | 2023-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Annapolis | MD | 07/2012 | 07/2022 |
| Great Valley Advisor Group, Inc. | Annapolis | MD | 05/2016 | 06/2023 |
| Covingtonalsina, Llc | Annapolis | MD | 07/2012 | Present |
| Covingtonalsina, Llc | Annapolis | MD | 05/2023 | Present |
| Covingtonalsina, Llc | Annapolis | MD | 06/2023 | Present |
1. 7/12/2012: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 20% - Sales of fixed life, health, disability, long term care insurance and fixed annuities. 2. 9/27/2016: The Annapolis Cotillion, LLC - Not investment Related - Location/Address: Varies; events held at schools and clubs. - Other - Business Owner - Owner/Operator - Start 11/01/2016 - 3 Hours Per Month/0 Hours During Securities Trading - Sole employee. Offer dance and etiquette lessons over a series of evenings during the school year. 3. 10/5/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/15/2021 - 5 Hours Per Month During Securities Trading. 4. 10/7/2021 - KC Holdings, LLC - Investment Related - 67 West Street, Annapolis, MD 21401 - Real Estate Rental - Started 06/21/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Ownership of commercial real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-11 |
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