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Cindy Sprinkle Everly

Founders Financial Securities LLC

Williamsport, MD

CRD 4855219

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Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Founders Financial Securities Llc

1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-06
MD RA APPROVED 2012-11-19
  • TX RA
    APPROVED_RES
    Since 2021-01-06
  • MD RA
    APPROVED
    Since 2012-11-19

Branch Locations

Williamsport, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2005 → 12/2016
    Steven Katz, Cpa
    Frederick, MD
  • 11/2012 → Present
    Towson, MD
  • 02/2015 → Present
    Everly Financial Services
    Willamsport, MD
Previous Registrations
  • 2005-01-13 → 2012-11-19
    Palm Beach Gardens, FL
    Williamsport, MD
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-12
  • S66 Uniform Combined State Law Examination
    2005-01-12
Other Names
  • Cindy Lee Sprinkle
  • Cindy S Everly

View on SEC IAPD

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