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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-14 |
Branch Locations
530 Gaither Road Suite 350, Rockville, MD 20850 • 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 |
|---|---|---|---|---|
| Hornor, Towsend & Kent, Inc. | Hunt Valley | MD | 10/2016 | 08/2017 |
| Penn Mutual Life Insurance Co. | Horsham | PA | 10/2016 | 08/2017 |
| M&T Securities, Inc. | Timonium | MD | 08/2017 | 06/2021 |
| Lpl Financial Llc | Buffalo | NY | 06/2021 | 03/2022 |
| Citigroup Global Markets Inc. | Washington | DC | 03/2022 | 03/2024 |
| State Farm Vp Management Corp. | Bel Air | MD | 08/2024 | 09/2024 |
| Unemployed | Parkton | MD | 04/2024 | 06/2024 |
| State Farm Investment Management Corp. | Bel Air | MD | 08/2024 | 09/2024 |
| Msi Financial Services, Inc. | Baltimore | MD | 05/2007 | 10/2016 |
| Mml Investors Services, Llc | Rockville | MD | 02/2025 | Present |
| Massmutual Life Insurance Co | Rockville | MD | 01/2025 | Present |
| Unemployed | Parkton | MD | 10/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-08 |
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