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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-06-03 |
Branch Locations
1751 Pinnacle Drive, Suite 600, Tysons Corner, VA 22102 • United States
Kensinton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Securities, Llc | Owings Mills | MD | 08/2016 | 06/2021 |
| Resources Investment Advisors, Llc | Overland Park | KS | 06/2021 | 04/2024 |
| Triad Advisors | Norcross | GA | 06/2021 | 01/2022 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2024 | Present |
1. Johns Hopkins University Applied Physics Lab; Non-Investment Related; 11100 Johns Hopkins Road, Laurel, MD 20723; The Johns Hopkins Applied Physics Laboratory (APL) is a not-for-profit, university-affiliated research center (UARC) that solves complex research, engineering, and analytical problems that present critical challenges to our nation; Retirement Plans Administrator; 4/1/2024; 80 hours per month; 80 hours during trading hours; I help with payroll for the Pension Plans and help structure education campaigns for the Plans. 2. N/A; Non-Investment Related; 1751 Pinnacle Drive, Suite 600, Tysons Corner, VA 22102; Life & Health Insurance; Insurance Agent; 5/3/2024; 0 hours per month; 0 hours during trading hours; Licensed to sell Life and Health Insurance. Not currently selling but may do so in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-02 |
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