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23567 Oak View Drive Suite A, California, MD 20619 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-05 |
| MD | RA | APPROVED | 2021-06-24 |
Branch Locations
23567 Oak View Drive Suite A, California, MD 20619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command | Fort Worth | TX | 02/2013 | 04/2018 |
| First Command Financial Planning, Inc | Fort Worth | TX | 02/2013 | 04/2018 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 04/2018 |
| The Prudential Insurance Company Of America | Bethesda | MD | 06/2018 | 06/2021 |
| Pruco Securities Llc | Bethesda | MD | 06/2018 | 06/2021 |
| Innovative Wealth Building, Llc | California | MD | 06/2021 | Present |
1) Independant licensed insurance agent; Investment related: Yes; Locations: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Independent insurance agent; Position Title: Member; Responsibilities Duties: From time to time will offer insurance products to advisory clients.; Start date: 2024-01-26; Hours per month during trading hours: 1; Hours per month outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-03 |
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