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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Rockville | MD | 05/2008 | 10/2019 |
| Lydon Fetterolf Corydon, P.A. | Rockville | MD | 01/1980 | Present |
| 1St Global Advisors, Inc. | Rockville | MD | 05/2008 | 10/2019 |
| Avantax Advisory Services | Rockville | MD | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Rockville | MD | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Rockville | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LYDON FINANCIAL ADVISORS, LLC (FORMERLY LPC WEALTH MANAGEMENT, LLC) POSITION: ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2008 ADDRESS: Rockville MD , United States DESCRIPTION: financial services/advisor 2) TTEE fbo JAMES S. ANGELL 2004 IRREVOCABLE TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2009 DESCRIPTION: Duties under terms of trust 3) LYDON FINANCIAL ADVISORS, LLC POSITION: Manager of LLC NATURE: Wealth Management entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 01/15/2010 ADDRESS: Rockville MD 20850, United States DESCRIPTION: Investment advisor and manager 4) TTEE fbo CHARLES W HARRIS LIFE INSURANCE TRUST POSITION: TTEE NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2009 DESCRIPTION: Duties under terms of trust 5) TTEE fbo J.W. IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 06/10/2009 DESCRIPTION: Duties under terms of trust 6) 9401 KEY WEST, LLC POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1989 ADDRESS: Rockville MD, United States DESCRIPTION: Owner, rental real estate 7) THE R FAMILY TRUST FOR V L M R POSITION: Trustee NATURE: Grantor and original Trustee passed away on 9/24/2024 and the document named me successor Trustee. The balance in the trust will be distributed as soon as possible to the beneficiary and the account will be closed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2024 ADDRESS: 9401 Key West Ave, Rockville MD 20850-6315, United States DESCRIPTION: Distribute balance of Trust to the beneficiary. 8)LYDON FETTEROLF CORYDON, P.A.; CPA/PRESIDENT; NIR; 01/01/1980;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-14 |
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