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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-21 |
Branch Locations
1938 Security Drive, York, PA 17402 • United States
1820 Lancaster St, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs | York | PA | 07/2016 | 04/2017 |
| Lombard Securities Incorporated | Baltimore | MD | 04/2017 | Present |
| Lombard Advisers Incorporated | Baltimore | MD | 04/2017 | Present |
(1) CORTO FINANCIAL; Since 08/01/2015; Current Address: 1938 Security Drive, York, PA, USA, 17402, Agent; Insurance Products:, Life, DI, LTC, annuities. 60 hours spent on activity per month, 40 hours spent on activity during market hours. (2) Splash Financial/CFG - Partnership - Beginning 12/2022 - Refinancing of existing medical student loans with our clients and prospective physicians - Being compensated by Splash Financial for referral to refinance loan(s) which will be marketed through our Corto Financial Group website - www.cortofinancial.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-18 |
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