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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-18 |
| MD | RA | APPROVED | 2024-05-30 |
| OH | RA | APPROVED | 2024-05-30 |
| PA | RA | APPROVED | 2024-05-30 |
| SC | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2024-05-30 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurqance Company | Pittsburgh | PA | 11/2004 | 05/2024 |
| Park Avenue Securities | Pittsburgh | PA | 03/2012 | 05/2024 |
| Bull Harbor Capital | Bethesda | MD | 05/2024 | Present |
1) Planning Committee for Buffalo Township Board seat on the Buffalo Township Planning Commission. We make recommendations to the Board of Supervisors for Buffalo Twp regarding subdivisions, developments and other planning issues before they reach the Board of Supervisors. Start: 03/01/2018 Address: 109 Bear Creek Road; Sarver, PA 16055 3 non bus hrs per month Not investment related 2) Freeport Basketball Boosters - President, Start date: 3/1/23, Address: 625 S. Pike Rd., Sarver PA 16055, 3 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 3) Insurance Agent Start: 05/15/2024 Address: 104 Mohawk Dr Sarver, PA 16055 10 hrs per month, 10 hrs during securities trading hours Not Investment Related Commission Earned
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-03 |
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