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7580 Buckingham Blvd, Suite 180, Hanover, MD 21076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-03 |
Branch Locations
7580 Buckingham Blvd, Suite 180, Hanover, MD 21076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prostatis Financial Advisors Group, Llc | Hanover | MD | 03/2017 | Present |
| Prostatis Financial Services Group | Glen Burnie | MD | 03/2012 | 03/2017 |
| Taylor Capital Management Inc. | Hanover | MD | 03/2015 | 06/2019 |
| Peak Brokerage Services Llc. | Palm Beach Gardens | FL | 10/2019 | Present |
1) 03/2012- PRESENT-PROSTATIS FINANCIAL ADVISORS GROUP, 7580 BUCKINGHAM BLVD., STE. 180, HANOVER, MD. 21076. INVESTMENT RELATED MY ROLE IS CLIENT SERVICE MANAGER. I ASSIST THE ADVISORS WITH OPERATIONS AND PLANNING AND THE CLIENTS WITH SERVICE RELATED TO THEIR INVESTMENTS. THIS INCLUDES NEW BUSINESS PROCESSING, ACCOUNT TRANSFERS, CASHIERING, TRADING, PREPARING FINANCIAL PLANS AND CASE DESIGN FOR NEW AND EXISTING CLIENTS OF PROSTATIS FINANCIAL ADVISORS. I DEVOTE APPROX. 160 HOURS PER MONTH TO THESE ACTIVITIES, ALL DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-27 |
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