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Ashton, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-09 |
| FL | RA | APPROVED | 2024-01-09 |
| MD | RA | APPROVED | 2024-01-09 |
| GA | RA | APPROVED | 2021-06-25 |
| TX | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies & Company, Inc. | Washington | DC | 01/2012 | Present |
| Pelican Properties Llc | Ashton | MD | 11/2015 | 09/2016 |
| Cozen O'COnnor | Washington | DC | 10/2016 | 01/2018 |
| Pelican Properties | Ashton | MD | 02/2018 | Present |
| Hive Wealth Management Llc | Ashton | MD | 03/2021 | Present |
NAME: FEDERAL CITY COUNCIL; INVESTMENT RELATED: NO; LOCATION: WASHINGTON, DC; POSITION: TRUSTEE, MEMBER; NATURE OF BUSINESS: WORK WITH LOCAL GOVERNMENT AND CIVIC LEADERS TO FIND SOLUTIONS TO ISSUES; START DATE: MARCH 2014; HOURS DEVOTED PER DAY DURING BUSINESS HOURS: 0; HOURS DEVOTED PER DAY DURING NON-BUSINESS HOURS: LESS THAN ONE HOUR.2)NAME: PELICAN PROPERTIES LLC; INVESTMENT RELATED (YES OR NO): NO; LOCATION: 100 ASHTON KNOLLS LANE; START DATE: JANUARY 2015; NATURE OF BUSINESS: RESIDENTIAL REAL ESTATE; TITLE: SOLE PROPRIETOR; HOURS DEVOTED PER MONTH TO THE OTHER BUSINESS: 2-4; HOURS DEVOTED PER MONTH TO THE OTHER BUSINESS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWN AN INVESTMENT PROPERTY. ADDRESS ANY TENANT CONCERNS WHICH ARE MINIMAL. I own and management investment real estate property under Pelican Properties LLC. I receive an annual management fee of approximately $6,000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-24 |
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