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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 | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Mortgage | Columbia | MD | 09/2016 | 06/2020 |
| T Rowe Price | Owings Mills | MD | 11/2015 | 09/2016 |
| Carrington Mortgage Services | Owings Mills | MD | 06/2020 | 03/2022 |
| First Guaranty Mortgage Corporation | Frederick | MD | 03/2022 | 06/2022 |
| Bfg Financial Advisors | Timonium | MD | 06/2022 | 07/2022 |
| Financial Growth Partners | Hunt Valley | MD | 08/2022 | 09/2022 |
| Guardian Life Insurance Company | Hunt Valley | MD | 08/2022 | 07/2026 |
| Park Avenue Securities | Hunt Valley | MD | 09/2022 | 07/2026 |
| Guardian Life Insurance Company | Cockeysville | MD | 06/2024 | 07/2026 |
| Park Avenue Securities | Cockeysville | MD | 06/2024 | 07/2026 |
| Cetera Wealth Services,Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2022; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE, SECURITIES AND ADVISORY SERVICES; START DATE: 08/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES AND ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-03 |
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