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921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-27 |
| MD | RA | APPROVED | 2019-06-11 |
Branch Locations
921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • 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 |
|---|---|---|---|---|
| Coastal Equities, Inc. | Baltimore | MD | 06/2011 | 10/2016 |
| Jemma Financial Services D/B/A Foundry Wealth Advisors, Llc | Baltimore | MD | 08/2016 | 12/2019 |
| Ms Howells & Co | Baltimore | MD | 09/2016 | 07/2018 |
| Foundry Wealth Advisors, Llc | Baltimore | MD | 05/2019 | Present |
1) JUNE 2011; MARYLAND STATE LIFE HEALTH; BALTIMORE, MD; INVESTMENT RELATED; MARYLAND STATE LIFE HEALTH INSURANCE PRODUCER LICENSE; SALE OF LIFE INSURANCE, LONG TERM CAR INSURANCE, DISABILITY INSURANCE; DEVOTE 10 HRS/MONTH DURING MARKET HOURS. 2) March 2022; Matador Holdings,LLC;Non-investment related; 921 E. Fort Avenue, Baltimore, MD 21230;owner; advertising;Devotes;1/Hr per month of time during Market Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-26 |
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