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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
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 |
|---|---|---|---|---|
| Edward Jones | Germantown | TN | 10/2015 | 09/2018 |
| Jpmorgan Securities Llc | Mckinney | TX | 08/2022 | 04/2024 |
| Lpl Financial Llc | Prosper | TX | 08/2018 | 04/2020 |
| Edward Jones | Mckinney | TX | 04/2024 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 03/2020 | 07/2022 |
| Raymond James Financial Services, Inc. | Dallas | TX | 03/2020 | 07/2022 |
| Mdrn Capital, Llc | Anna | TX | 04/2025 | Present |
1) Beard Key; Not investment-related; Anna, TX 75409; Sale of all-natural beard care products; Co-Owner; 0% of time during the month. 2) Licensed insurance agent; investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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