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Founders Financial Securities LLC CRD 137945
$4.14B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-20 |
Branch Locations
50 Sullivan St. Suite C , Warrenton, VA 20186 • 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 |
|---|---|---|---|---|
| Interactive Financial Advisors | Manassas | VA | 04/2011 | 04/2026 |
| Beach Financial & Insurance Professional | Warrenton | VA | 04/2011 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 02/2019 | 04/2026 |
| Founders Financial Securities Llc | Towson | MD | 04/2026 | Present |
1. DBA - Beach, Blake, & Assoc Financial Services, LLC partner since 4/11/2011 insurance sales approx 20 hrs week during trading hrs 2. Liberty HS Athletic Booster Club; Non-Investment Related; Bealeton, VA; Start Date: 7/2026; Treasurer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 2012-12-05 |
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