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11718 Ocean Gateway, Ocean City, MD 21842 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-28 |
Branch Locations
2028 Liberty Road Suite 104, Eldersburg, MD 21784 • United States
11718 Ocean Gateway, Ocean City, MD 21842 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Benefit Corp | Eldersburg | MD | 09/1997 | 01/2017 |
| Tounjian Advisory Group, Llc | Fort Myers | FL | 01/2013 | 10/2017 |
| Loftice Financial Services, Llc | Eldersburg | MD | 02/2014 | Present |
| Ed Loftice | Eldersburg | MD | 01/2005 | Present |
| Montgomery Financial Services, Llc | Sykesville | MD | 09/2016 | Present |
| Mfs Wealth Llc | Eldersburg | MD | 09/2016 | Present |
Name: LOFTICE FINANCIAL SERVICES, LLC; Investment related: Yes Address: Sykesville, Maryland Nature: Insurance Position: Insurance Agent Start date: 02/2014 Hours/Mo: 80, During securities hours: 60 Duties: ANNUITY, LIFE INSURANCE Name: MFS WEALTH LLC; Investment related: Yes Address: Ocean Pines, MD Nature: Insurance Position: Insurance Agent Start date: 09/2016 Hours/Mo: 80, During securities hours: 40 Duties: Insurance sales and services Ed Loftice, Musician, non-investment related. since 01/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-03 |
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