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26 South Church Street Suite 1A, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
West Friendship, MD • United States
26 South Church Street Suite 1A, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Baltimore | MD | 08/2015 | 09/2016 |
| Raymond James & Associates, Inc. | Baltimore | MD | 08/2015 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 01/2018 | 11/2019 |
| Bank Of America, N.A. | Hunt Valley | MD | 02/2018 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 05/2020 |
| Life Plan Financial | Severn | MD | 11/2019 | 05/2020 |
| Life Plan Financial | Severn | MD | 05/2020 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 06/2021 |
| Lpl Financial, Llc | Severn | MD | 06/2021 | 06/2022 |
| Sfg Wealth Management | Towson | MD | 07/2021 | 06/2022 |
| Triad Advisors | Norcross | GA | 07/2022 | Present |
| Keeney Financial Group | Columbia | MD | 07/2022 | 11/2023 |
| Wedmont Private Capital, Llc | Ellicott City | MD | 02/2024 | Present |
| Wedmont Private Capital | West Chester | PA | 02/2024 | 07/2025 |
| Keeney Financial Group | Columbia | MD | 07/2022 | 11/2023 |
| Sfg Wealth Management | Millersville | MD | 07/2021 | 07/2022 |
| Life Plan Financial | Severn | MD | 11/2019 | 06/2021 |
| Wedmont Private Capital, Llc | Ellicott City | MD | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-18 |
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