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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-18 |
| SC | RA | APPROVED | 2022-09-07 |
| RI | RA | APPROVED | 2021-07-07 |
| VT | RA | APPROVED | 2021-06-10 |
| NY | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2020-10-15 |
| OH | RA | APPROVED | 2020-04-16 |
| CT | RA | APPROVED | 2019-04-09 |
| MI | RA | APPROVED | 2017-07-11 |
| NC | RA | APPROVED | 2016-05-20 |
| DC | RA | APPROVED | 2015-04-20 |
| ME | RA | APPROVED | 2011-10-31 |
| VA | RA | APPROVED | 2011-04-14 |
| WV | RA | APPROVED | 2011-04-04 |
| NM | RA | APPROVED | 2010-02-17 |
| MD | RA | APPROVED | 2005-11-17 |
Branch Locations
1831 Forest Drive Suite K, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Group | Towson | MD | 08/2003 | Present |
| Guardian Life Insurance Co Of America | Annapolis | MD | 03/2006 | Present |
| Park Avenue Securities Llc | Annapolis | MD | 03/2006 | Present |
1. Treasurer BCAB Southern High School-Support the President, Treasurer and school staff in the execution of initiatives and the managing of the club finances Start: 07/01/2017, Address: N/A, 4 total hrs/mo, 3 hrs/mo during trading, Not investment related. 2. South AA County Rotary Grants Committee Chair-Receive, vet, and approve grant submissions Start: 07/01/2015, Address: P.O. Box 131 Edgewater, MD 21037, 1 bus hr per month, Not investment related. 3. Kathryn Prescott Trustee-Recently approved to serve as a co-guardian of Kathryn "Katie" Prescott. Start: 05/13/2019, Address: N/A, 10 total hrs/month, 2 hrs during trading, Investment related. 4. Insurance Sales - non-Guardian Business, Start: 01/01/2021, Address: 1831 Forest Dr Suite K Annapolis, MD 21401, 10 total hours per month, 10 during securities trading hours, Investment related, Less than 10% annual compensation. 5. Rental Property - 1831 Forest Drive, Suite K, Annapolis, MD 21401, Start: 01/01/2022, Address: 1831 Forest Drive, Suite K, Annapolis, MD 21401, 1 total business hour per month, 1 during securities trading hours, Investment related, Less than 10% of annual compensation. 6. Resident Agent for Twin Acres - sole purpose is to receive the annual reporting requirements from Maryland and forward them to my uncle, Start: 01/01/2022, Address: 1831 K Forest Drive, Annapolis, MD 21401, 1 total business hour per month, 1 during securities trading hours, Not investment related, No annual compensation. 7. Executor Cousins Estate - David Bertelson, Start: 01/09/2023, Address: 9 Bethel Lane, Harwood, MD 20776, 4 total business hour per month, 2 during securities trading hours, Not investment related, No annual compensation. 8. Southern Alumni Scholarship Foundation Board (SASF)-Board Member, Start: 02/01/2024, Address: 5503 Muddy Creek Road Churchton, MD 20733, 1 total business hours per month, 1 during securities trading hours, Not investment related, No annual compensation, 9. Wendy Haskell, POA- Aunt, Start: 04/25/2024, Address: 45A Charlesbank Road Newton, MA 02458, 1 total business hours per month, 0 during securities trading hours, Investment Related, No annual compensation, 10. Twin Acres LLC and LLC Account Authorized Signer, Start: 4/01/2024, Address: 1320 West River Rd, Shadyside, MD 20764, 1 Total hour per month; 0 during securities trading hours, Investment Related, No Annual Compensation, 11. Galesville UMC Administrative Council Committee Member, Start: 4/1/2025, Address: 4825 Church Lane, Galesville MD 20765, 2 Total hours per month; 1 during securities trading hours, Not Investment Related, No Annual Compensation, 12. Bethel Lane HOA, Start: 07/01/2025, Address: 9 Bethel Lane, Harwood, MD 20776, 1 total business hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-12 |
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