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Account
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8965 Guilford Road Suite 210, Columbia, MD 21046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-09 |
| PA | RA | APPROVED | 2024-10-09 |
| TX | RA | APPROVED | 2024-10-09 |
| VA | RA | APPROVED | 2024-10-09 |
Branch Locations
8965 Guilford Road Suite 210, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 04/2016 | 12/2016 |
| Cwm, Llc | Omaha | NE | 12/2016 | 09/2019 |
| Unknown | Hagerstown | MD | 10/2019 | 02/2020 |
| First United Bank | Frederick | MD | 03/2020 | 06/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2020 | 06/2024 |
| Cetera Investment Advisers Llc | Frederick | MD | 05/2020 | 06/2024 |
| Municap Inc | Columbia | MD | 06/2024 | Present |
1) JUNIOR LEAGUE OF THE EASTERN PANHANDLE INC, TREASURER, 2HRS/WK, CHECKBOOK REQUIRES DUAL SIGNERS, PRESIDENT WILL CONDUCT BANKING ACTIVITES 2) NOTARY PUBLIC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-03 |
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