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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-06-09 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Latham Pool Products, Inc. | Latham | NY | 11/2015 | 12/2017 |
| Ayco - A Goldman Sachs Company | Latham | NY | 01/2018 | 07/2018 |
| Red Oak Financial Group | Towson | MD | 07/2018 | 12/2024 |
| Lpl Financial Llc | Towson | MD | 08/2018 | 12/2024 |
| Bozeman Financial Advisors, Llc | Bozeman | MT | 12/2024 | 04/2025 |
| Osaic Wealth, Inc. | Bozeman | MT | 01/2025 | 04/2025 |
| Mdrn Capital, Llc | Bozeman | MT | 05/2025 | Present |
1) MDRN Insurance; Not investment-related; Home address; Insurance and annuity sales; Insurance Agent, 05/14/2025: 160 hours per month; 120 during trading hours; Implementation of insurance recommendations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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