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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-10 |
| MI | RA | APPROVED | 2024-02-27 |
| MD | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
1401 Mercantile Lane Suite 500-L, Upper Marlboro, MD 20774 • United States
2412 Irwin Street, Melbourne, FL 32901 • 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 |
|---|---|---|---|---|
| Massmutual | Rockville | MD | 09/2015 | 11/2018 |
| Mml Investors Services | Rockville | MD | 10/2015 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | 02/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | 02/2024 |
| Private Client Services | Upper Marlboro | MD | 02/2024 | Present |
| Rossby Financial, Llc | Upper Marlboro | MD | 02/2024 | Present |
1) EViE FINANCIAL GROUP, 1401 Mercantile Lane, Suite 500-L, Upper Marlboro, MD 20774, 8/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 120 HR/MO, 120 HR/MO TRADING. 2) UPWORK, 441 LOGAN AVE, MOUNTAIN VIEW, CA, 12/2011, WRITER/EDITOR, MARKETING, NIR, 5 HR/MO, 0 HR/MO TRADING. 3) ONE WORLD EDUCATION, WASHINGTON, DC, 07/2023, BOARD MEMBER, NON PROFIT, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) ROCK AND SWAY MEDIA, CAPITAL HEIGHTS, MD, 10/2023, 1099 CONTRACTOR, SPEAKING ENGAGEMENTS, NIR, 5 HR/MO, 0 HR/MO TRADING. 5) EViE FINANCIAL GROUP, 1401 Mercantile Lane, Suite 500-L, Upper Marlboro, MD 20774 2/2024, DOING BUSINESS AS OF NAME (DBA) FOR ADVISORY SERVICES OFFERED THROUGH ROSSBY FINANCIAL, LLC, INVESTMENT ADVISOR REPRESENTATIVE, INV REL, 0 HR/MO, 0 HR/MO TRADING. EViE FINANCIAL GROUP AND ROSSBY FINANCIAL, LLC ARE UNAFFILIATED FIRMS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-01 |
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