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Founders Financial Securities LLC CRD 137945
$4.14B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-06 |
| MD | RA | APPROVED | 2012-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Katz, Cpa | Frederick | MD | 01/2005 | 12/2016 |
| Founders Financial Securities, Llc | Towson | MD | 11/2012 | Present |
| Everly Financial Services | Willamsport | MD | 02/2015 | Present |
1) EVERLY FINANCIAL SERVICES (FORMERLY KNOWN AS CINDY S. EVERLY, CPA); INVESTMENT RELATED; 10709 TIMOTHY DRIVE; WILLIAMSPORT MD 21795; FINANCIAL SERVICES; OWNER/SOLE PROPRIETOR; SINCE 1985; 50 HRS PER WEEK; 50 HRS DURING TRADING; ACCOUNTING AND TAX PRACTICE, FINANCIAL PLANNING, INSURANCE SALES 2) 848-850 PINE STREET; 10709 TIMOTHY DRIVE, WILLIAMSPORT, MD 21795; RESIDENTIAL RENTAL; 71% TENANT IN COMMON INCOME; PAY BILLS AND DISTRIBUTIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-12 |
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