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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-04-07 |
Branch Locations
1317 Oakdale Road Suite 1120B, Modesto, CA 95355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyson Financial | Modesto | CA | 04/2014 | Present |
| Founders Financial Securities | Towson | MD | 04/2014 | Present |
| Lambertson Financial Services | Modesto | CA | 10/2020 | Present |
1) Lamberston Financial Services (DBA); Investment Related; 1317 Oakdale Road Suite 1120B, Modesto CA 95355; Start Date: 10/12/2020; Wealth Management Services and Structured Sales; President/Owner; 160 Hrs. per month; 140 Hrs. during trading; work with current/potential clients regarding wealth management services and structured installment sales 2) Skyson Financial; Investment Related; 1317 Oakdale Road Suite 1120B Modesto CA 95355; Start Date: 04/05/2014; Owner/Partner; 160 Hrs. per month; 8 Hrs. during trading; Partnership that provides services to private, institutional, and government clients in the form of wealth management and financial services, and structured settlements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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