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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-21 |
Branch Locations
1820 Lancaster St, Baltimore, MD 21231 • United States
Mathews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perigee.NEt Corporation | Matthews | NC | 05/1994 | Present |
| Lombard Securities Incorporated | Mathews | NC | 01/2007 | Present |
China Cat Properties (100% Owner) & 195 N. Trade, LLC (50/50 Partner) - These entities own and manage real estate properties - Non-Investment related. Cox Wealth Advisors; 130 Library Lane Matthews, NC 28105. DBA of Lombard Securities Incorporated. Grist Mill Corporation (LLC); 130 Library Lane Matthews, NC 28105. Established in February 2025 for the purposes of personal investing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-17 |
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