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2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-09-04 |
Branch Locations
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Hunt Valley | MD | 04/2013 | 05/2017 |
| Lpl Financial Llc | Baltimore | MD | 05/2017 | 12/2018 |
| Armstrong Dixon | Baltimore | MD | 06/2017 | 12/2018 |
| Institute For Wealth Advisors | Dallas | TX | 12/2018 | 04/2019 |
| Dmk Advisors (Formerly Stephen A. Kohn & Associates, Ltd) | Annapolis | MD | 02/2019 | Present |
| Institute For Wealth Management Llc | Denver | CO | 04/2019 | 08/2019 |
| Valuewealth Services, Llc | Annapolis | MD | 08/2019 | Present |
ValueWealth Services LLC (RIA), snow removal, Modern Life Brokerage (Fixed Insurance: Term, LTC, IUL), Brokers International 6/5/2018 -Modern Life- Investment Related - 400 Redland Court, Suite 207, Owings Mills, MD 21117 - Non-Variable Insurance - Agent - Start Date: 05/08/2018 - 10 Hours Per Month/1 Hour During Securities Trading. Snow Plowing: Sole Proprietor, 1099 Income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-10 |
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