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3175 West Ward Road Suite 120, Dunkirk, MD 20754 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-19 |
| MD | RA | APPROVED | 2023-05-31 |
Branch Locations
3175 West Ward Road Suite 120, Dunkirk, MD 20754 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apw Capital, Inc. | Rockaway | NJ | 01/2011 | Present |
| Calvert Financial Advisory | Dunkirk | MD | 09/2008 | Present |
1) CALVERT WEALTH MGMT., DUNKIRK, MD, RIA, FINANCIAL ADVISOR, 100% TIME SPENT, DUTIES: FINANCIAL ADVISOR, PORTFOLIO MGR., COMPENSATED: SALARY. 2) APW Capital Inc., doing business in DUNKIRK, MD, INVESTMENT RELATED, SECURITIES BROKER-DEALER, REGISTERED REPRESENTATIVE, START: 01/14/2011; 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) INSURANCE AGENT; DUNKIRK, MD, NOT INVESTMENT RELATED, LICENSED INSURANCE AGENT (LIFE, VARIABLE LIFE & VARIABLE ANNUITY PRODUCTS); APPROX 1 HOURS/MONTH DEVOTED TO THIS OTHER BUSINESS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-14 |
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