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211 Old Padonia Road, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worthington Financial Partners | Hunt Valley | MD | 06/2014 | 12/2023 |
| Equity Services, Inc. | Montpelier | VT | 12/2014 | 12/2023 |
| Cornerstone Advisory | Hunt Valley | MD | 01/2024 | Present |
I am a licensed independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-11 |
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