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6011 University Boulevard Suite # 350, Ellicott City, MD 21043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-10-22 |
Branch Locations
6011 University Boulevard Suite # 350, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Services, Inc. | Millersville | MD | 01/2010 | Present |
| Cambridge Investment Research, Inc. | Columbia | MD | 10/2018 | 09/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | 09/2019 |
| Broker Dealer Financial Services | West Des Moines | IA | 01/2010 | 10/2018 |
| Horter Investment Management | Cincinnati | OH | 09/2019 | 05/2020 |
| Elite Income Advisors, Inc. | Columbia | MD | 05/2020 | Present |
The Name of the other business: Retirement Planning Services Investment Related?: Yes Address of other business: 10400 Little Patuxent Parkway, Suite 430, Columbia, MD 21044 Nature of other business: Insurance/Investments Your position: Financial Advisor, Operations Start Date: 01/2010 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 32.5 Briefly describe your duties: Client service and investment advice relating to advisory accounts and insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-22 |
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