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2138 Priest Bridge Court Suite 1, Crofton, MD 21114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| MD | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2020-02-18 |
Branch Locations
2138 Priest Bridge Court Suite 1, Crofton, MD 21114 • 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 |
|---|---|---|---|---|
| Brightpath Retirement Solutions Llc | Crofton | MD | 04/2023 | Present |
| Brightpath Wealth Advisors Llc | Crofton | MD | 09/2012 | Present |
| Allison Brown/Sole Proprietor | Crofton | MD | 07/2007 | Present |
Sole Proprietor; Insurance Agent; Crofton, MD; insurance sales and services; started 07/2007; Approximately 30% of time. Brightpath Retirement Solutions LLC; Managing Member; Crofton, MD; Tax planning; Approximately 20% of time spent; Started 04/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-01 |
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